mrmoney2's Net Worth for July 2018


Assets Value Change ($) Change (%)
Cash $16,892 $1,535 10.00%
Stocks $25,904 ($9,882) (27.61%)
Bonds $0 - -
Annuities $0 - -
Retirement $325,445 $9,472 3.00%
Home $0 - -
Other Real Estate $0 - -
Cars $9,819 ($163) (1.63%)
Personal Property $0 - -
Other $855 $310 56.88%
$378,915 $1,272 0.34%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $1,990 ($18,536) (90.30%)
Car Loans $0 - -
Other $0 - -
Total Debts $1,990 ($18,536) (90.30%)
Net Worth $376,925 $19,808 5.55%
*All values shown in USD ($)
Notes:
7/2/2018 - sold 401 shares of WFC/PRP WELLS FARGO B 5.25% PFD at $25.0229 per share through Charles Schwab

Got married on 06/30/2018!

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!

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