Total Trades
162
Est. P&L
+$148K
Win Rate
58%
+$148K
+$5K
+$143K
58%
25/43 trades
43
$513K bought
35 sales had no earlier recorded purchase and are excluded from realized P&L and win rate.
Ticker | Shares | Price | MktMkt Val | Real.Est. Realized | Unrl.Est. Unrealized | ||
|---|---|---|---|---|---|---|---|
IVViShares Core S&P 500 ETF | 93 | $348.01 | $738.68 | $69K | - | +$36K+112.3% | 19.2% |
VOOVanguard S&P 500 ETF | 102 | $318.99 | $675.99 | $69K | - | +$36K+111.9% | 19.2% |
 VLUEiShares MSCI USA Value Factor ETF | 104 | $77.28 | $182.19 | $19K | - | +$11K+135.8% | 5.3% |
 FLQLFranklin LibertyQ U.S. Equity ETF | 222 | $35.97 | $73.90 | $16K | - | +$8K+105.5% | 4.6% |
ESGUiShares ESG Aware MSCI USA ETF | 101 | $79.11 | $160.66 | $16K | - | +$8K+103.1% | 4.5% |
IJRiShares Core S&P Small-Cap ETF | 105 | $76.08 | $137.64 | $14K | - | +$6K+80.9% | 4.0% |
 VEAVanguard FTSE Developed Markets ETF | 192 | $41.56 | $67.90 | $13K | - | +$5K+63.4% | 3.6% |
 USMViShares MSCI USA Min Vol Factor ETF | 122 | $65.72 | $101.23 | $12K | - | +$4K+54.0% | 3.4% |
IEFAiShares Core MSCI EAFE ETF | 129 | $62.18 | $94.80 | $12K | - | +$4K+52.5% | 3.4% |
EFGiShares MSCI EAFE Growth ETF | 260 | $30.73 | $38.65 | $10K | - | +$2K+25.8% | 2.8% |
| Total | $359K | +$5K | +$143K | 100% |
1-10 of 72 tickers
Ticker | Asset | Type | Amount | Price | Trade Date | Disclosed | Delay | Owner | Filing |
|---|---|---|---|---|---|---|---|---|---|
