mrmoney2's Net Worth for December 2017


Assets Value Change ($) Change (%)
Cash $7,186 $2,587 56.25%
Stocks $32,898 $124 0.38%
Bonds $0 - -
Annuities $0 - -
Retirement $302,654 $4,775 1.60%
Home $0 - -
Other Real Estate $0 - -
Cars $10,737 ($448) (4.01%)
Personal Property $0 - -
Other $586 $165 39.19%
$354,061 $7,203 2.08%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $803 ($603) (42.89%)
Car Loans $0 - -
Other $0 - -
Total Debts $803 ($603) (42.89%)
Net Worth $353,258 $7,806 2.26%
*All values shown in USD ($)
Notes:
Samsung TV model UN65KS8000 65-Inch 4K Ultra HD Smart LED TV (2016 model) paid off 11/2017.

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

Increase my Vanguard portfolio, as usual with yearly contribution amount of $5,500. Still using mint.com to manage overview of all my accounts. Still a pretty good site!

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