mrmoney2's Net Worth for March 2018


Assets Value Change ($) Change (%)
Cash $10,020 $351 3.63%
Stocks $35,541 $254 0.72%
Bonds $0 - -
Annuities $0 - -
Retirement $306,325 ($1,715) (0.56%)
Home $0 - -
Other Real Estate $0 - -
Cars $9,655 $24 0.25%
Personal Property $0 - -
Other $249 $215 632.35%
$361,790 ($871) (0.24%)
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $2,347 $1,461 164.90%
Car Loans $0 - -
Other $0 - -
Total Debts $2,347 $1,461 164.90%
Net Worth $359,443 ($2,332) (0.64%)
*All values shown in USD ($)
Notes:
PREVIOUS REINVESTMENTS:
WFC/PRP WELLS FARGO B 5.25% PFD
2/9/2018 - bought 54 shares at $23.8535 per share through Charles Schwab
2/1/2018 - bought 25 shares at $24.3884 per share and 4 shares at 24.4111 through Charles Schwab
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

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. Using Personal Capital (https://www.personalcapital.com/) and mint.com to manage overview of all my accounts. Still a pretty good site!

Comments