mrmoney2's Net Worth for September 2017


Assets Value Change ($) Change (%)
Cash $3,608 $1,365 60.86%
Stocks $33,087 $46 0.14%
Bonds $0 - -
Annuities $0 - -
Retirement $284,738 $6,966 2.51%
Home $0 - -
Other Real Estate $0 - -
Cars $11,185 $122 1.10%
Personal Property $0 - -
Other $93 $89 2,225.00%
$332,711 $8,588 2.65%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $682 ($788) (53.61%)
Car Loans $0 - -
Other $0 - -
Total Debts $682 ($788) (53.61%)
Net Worth $332,029 $9,376 2.91%
*All values shown in USD ($)
Notes:
8/7/2017 - sold 99 shares of WFC/PRP WELLS FARGO B 5.25% PFD $25.18 at $23.9748 per share through Charles Schwab 07/26/2017 - sold 18 shares of PFF ISHARES TR U.S. PFD STK ETF at $39.1735 per share through Fidelity Investments PREVIOUS REINVESTMENTS: PFF ISHARES TR U.S. PFD STK ETF 3/1/2017 - bought 18 shares at $38.356 per share through Fidelity Investments WFC/PRP WELLS FARGO B 5.25% PFD 3/13/2017 - bought 20 shares at $23.9748 per share through Charles Schwab 3/2/2017 - bought 11 shares at $24.49 per share through Charles Schwab 2/24/2017 - bought 10 shares at $24.5754 per share through Charles Schwab 2/13/2017 - bought 5 shares at $24.5355 per share through Charles Schwab 2/6/2017 - bought 15 shares at $24.1758 per share through Charles Schwab 12/28/2016 - bought 143 shares at $23.29 per share through Charles Schwab 12/22/2016 - bought 438 shares at $23.454 per share through Charles Schwab 12/01/2016 - bought 15 shares at $23.392 per share through Charles Schwab 11/14/2016 - bought 17 shares at $24.054 per share through Charles Schwab 11/14/2016 - bought 30 shares at $23.204 per share through Charles Schwab 11/09/2016 - bought 690 shares at $24.985 per share through Charles Schwab TV price on Amazon reduced to $1497.99 on 11/20/2016, Amazon refunded $146.65 to American Express card. TV will be paid off in 12 months as 0% financing given with AMEX card for 12 months and $100 cash back offer for opening card. Samsung TV model purchased is a Samsung UN65KS8000 65-Inch 4K Ultra HD Smart LED TV (2016 Model). TV to be paid off by 11/2017. Increase my Vanguard portfolio, as usual with new yearly contribution amount of $5,500. Still using mint.com to manage overview of all my accounts. Still a pretty good site!

Comments