Total Trades
341
Est. P&L
+$3.9M
Win Rate
50%
+$3.92M
−$16K
+$3.94M
50%
24/48 trades
48
$3.35M bought
Our disclosure record for this chamber begins Apr 2018, and this record starts at that boundary — earlier trades may be missing. 86 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 | ||
|---|---|---|---|---|---|---|---|
AAPLApple Inc. | 2,985 | $67.02 | $342.37 | $1.02M | +$3K | +$822K+410.9% | 15.4% |
VIGVanguard Div Appreciation ETF | 2,634 | $122.45 | $243.34 | $641K | - | +$318K+98.7% | 9.7% |
MPCMarathon Petroleum Corporation | 1,316 | $24.69 | $372.74 | $491K | - | +$458K+1409.7% | 7.4% |
AMZNAmazon.com, Inc. | 1,437 | $128.24 | $259.30 | $373K | +$2K | +$188K+102.2% | 5.6% |
DGROiShares Core Dividend Growth ETF | 4,568 | $39.51 | $79.80 | $365K | - | +$184K+102.0% | 5.5% |
 CWBSPDR Bloomberg Barclays Convertible Securities ETF | 3,759 | $52.80 | $91.35 | $343K | - | +$145K+73.0% | 5.2% |
SPYSPDR S&P 500 | 414 | $279.92 | $735.29 | $304K | +$2K | +$188K+162.7% | 4.6% |
DRIDarden Restaurants, Inc. | 1,274 | $76.51 | $226.35 | $288K | - | +$191K+195.8% | 4.4% |
 USMCPrincipal U.S. Mega-Cap Multi- Factor Index ETF | 3,824 | $29.68 | $72.49 | $277K | - | +$164K+144.3% | 4.2% |
VDCVanguard Consumer Staples ETF | 1,027 | $152.02 | $245.47 | $252K | −$2K | +$96K+61.5% | 3.8% |
| Total | $6.62M | −$16K | +$3.94M | 100% |
1-10 of 78 tickers
Ticker | Asset | Type | Amount | Price | Trade Date | Disclosed | Delay | Owner | Filing |
|---|---|---|---|---|---|---|---|---|---|
