mrmoney2's Net Worth for January 2018


Assets Value Change ($) Change (%)
Cash $7,263 $77 1.07%
Stocks $33,258 $360 1.09%
Bonds $0 - -
Annuities $0 - -
Retirement $317,508 $14,854 4.91%
Home $0 - -
Other Real Estate $0 - -
Cars $9,723 ($1,014) (9.44%)
Personal Property $0 - -
Other $832 $246 41.98%
$368,584 $14,523 4.10%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $439 ($364) (45.33%)
Car Loans $0 - -
Other $0 - -
Total Debts $439 ($364) (45.33%)
Net Worth $368,145 $14,887 4.21%
*All values shown in USD ($)
Notes:
Reinvested in WFC/PRP WELLS FARGO B 5.25% PFD on 1/29/2018 - bought 26 shares at $24.65 per share through Charles Schwab - 1/22/2018 - bought 26 shares at $24.85 per share through Charles Schwab - 1/22/2018 - bought 2 shares at $24.8892 per share through Charles Schwab


PREVIOUS REINVESTMENTS:

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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