Stock |
Quantity |
Avg Cost |
This Month |
Value |
% of Portfolio |
Last Month |
MOM Change % |
Change Since Entry |
Target |
% of Target |
FDP |
148 |
$ 26.04 |
$ 26.67 |
$ 3,947.16 |
14% |
$ 25.00 |
6.7% |
2.4% |
$ 40.00 |
67% |
OCA |
1500 |
$ 5.42 |
$ 7.10 |
$ 10,650.00 |
39% |
$ 8.84 |
-19.7% |
31.0% |
$ 10.00 |
71% |
PPD |
280 |
$ 23.07 |
$ 26.81 |
$ 7,506.80 |
27% |
$ 27.16 |
-1.3% |
16.2% |
$ 34.00 |
79% |
RJR |
100 |
$ 33.75 |
$ 55.12 |
$ 5,512.00 |
20% |
$ 48.03 |
14.8% |
63.3% |
$ 52.00 |
106% |
Total Portfolio Value |
|
$ 27,615.96 |
|
|
|
|
|
|
S&P 500 |
|
1,058.20 |
|
|
1,050.71 |
0.7% |
|
|
|
TRANSACTIONS
No transactions for the month.
OTHER COMMENTS
RJR has topped my target price. I'm balancing the tempt to cash out and the desire for favorable long-term tax treatment if I hold on for another four months.