soviet_sub_clock's Net Worth for July 2020


Assets Value Change ($) Change (%)
Cash $6,069 ($6,564) (51.96%)
Stocks $47,107 $820 1.77%
Bonds $0 - -
Annuities $0 - -
Retirement $416,840 $17,671 4.43%
Home $0 - -
Other Real Estate $0 - -
Cars $8,212 ($13) (0.16%)
Personal Property $0 - -
Other Assets $7,754 $7,754 -
$485,982 $19,668 4.22%
 
Debts Value Change ($) Change (%)
Home Mortgage(s) $0 - -
Other Mortgage(s) $0 - -
Student Loans $0 - -
Credit Cards $714 $113 18.80%
Car Loans $0 - -
Other Debts $0 - -
Total Debts $714 $113 18.80%
Net Worth $485,268 $19,555 4.20%
*All values shown in USD ($)
Notes:
$7754 of UBS funds placed into a a combined mutual fund and bond fund account and counted as OTHER ASSETS

2020 Stimulus payment:
$1152.90 (4/30/2020)

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

PREVIOUS STOCK PURCHASES:
CHIMERA INVESTMENT (CIM)
5/13/2020 - bought 14 shares at $7.45 per share through Charles Schwab
5/12/2020 - bought 10 shares at $7.95 per share through Charles Schwab
5/11/2020 - bought 286 shares at $7.97 per share through Charles Schwab
4/07/2020 - bought 1 shares at $6.77 per share through Charles Schwab
4/07/2020 - bought 125 shares at $6.78 per share through Charles Schwab

HALLIBURTON CO HLDG (HAL)
6/25/2020 - reinvested $13.46 dividend payment - reinvested 1.0904 shares at $12.3441 per share through Charles Schwab
3/27/2020 - bought 169 shares at $6.4252 per share through Charles Schwab
3/25/2020 - bought 130 shares at $7.0253 per share through Charles Schwab

REINVESTMENTS:
WFC/PRP WELLS FARGO B 5.25% PFD
1/25/2019 - bought 78 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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