mrmoney2's Net Worth for March 2019


Assets Value Change ($) Change (%)
Cash $16,048 $302 1.92%
Stocks $37,694 $907 2.47%
Bonds $0 - -
Annuities $0 - -
Retirement $341,586 $6,064 1.81%
Home $0 - -
Other Real Estate $0 - -
Cars $8,729 ($147) (1.66%)
Personal Property $0 - -
Other $0 - -
$404,057 $7,126 1.80%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $834 ($187) (18.32%)
Car Loans $0 - -
Other $0 - -
Total Debts $834 ($187) (18.32%)
Net Worth $403,223 $7,313 1.85%
*All values shown in USD ($)
Notes:
Got married on 06/30/2018!

PREVIOUS STOCK LIQUIDATIONS: WFC/PRP WELLS FARGO B 5.25% PFD
7/2/2018 - sold 401 shares of WFC/PRP WELLS FARGO B 5.25% PFD at $25.0229 per share through Charles Schwab

REINVESTMENTS:
WFC/PRP WELLS FARGO B 5.25% PFD
1/25/2019 - bought 26 shares at $23.3899 per share through Charles Schwab
12/18/2018 - reinvested $454.13 dividend payment - reinvested 20.5679 shares at $22.0796 per share through Charles Schwab
12/10/2018 - bought 26 shares at $22.1677 per share through Charles Schwab
11/30/2018 - bought 30 shares at $22.5323 per share through Charles Schwab
11/21/2018 - bought 40 shares at $23.2317 per share through Charles Schwab
11/19/2018 - bought 38 shares at $23.4633 per share through Charles Schwab
10/15/2018 - bought 22 shares at $23.2862 per share through Charles Schwab
10/09/2018 - bought 242 shares at $23.756 per share through Charles Schwab
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 $6,000. 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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