Total Trades
267
Est. P&L
+$943K
Win Rate
59%
+$943K
+$4K
+$939K
59%
16/27 trades
27
$1.09M bought
165 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 | ||
|---|---|---|---|---|---|---|---|
 SPYGSPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | 3,920 | $44.64 | $112.18 | $440K | - | +$265K+151.3% | 24.1% |
NULGNuveen ESG Large-Cap Growth ETF | 3,843 | $45.54 | $102.17 | $393K | - | +$218K+124.3% | 21.6% |
 IGViShares Expanded Tech-Software Sector ETF | 3,388 | $51.66 | $98.88 | $335K | - | +$160K+91.4% | 18.4% |
 FDRRFidelity Dividend ETF For Rising Rates | 4,875 | $35.90 | $66.59 | $325K | - | +$150K+85.5% | 17.8% |
SCHDSchwab US Dividend Equity ETF | 9,021 | $19.40 | $35.17 | $317K | - | +$142K+81.3% | 17.4% |
BMYBristol-Myers Squibb Company | 45 | $67.43 | $62.14 | $3K | +$3K | −$240-7.8% | 0.1% |
VLOValero Energy Corporation | 7 | $78.74 | $346.45 | $2K | +$516 | +$2K+340.0% | 0.1% |
JNJJohnson & Johnson | 5 | $134.83 | $276.22 | $1K | +$730 | +$766+104.9% | 0.1% |
GILDGilead Sciences, Inc. | 8 | $62.63 | $166.89 | $1K | +$522 | +$869+166.5% | 0.1% |
BLKBlackRock, Inc. | 1 | $529.14 | $1178.87 | $1K | +$533 | +$655+122.8% | 0.1% |
| Total | $1.82M | +$4K | +$939K | 100% |
1-10 of 138 tickers
Ticker | Asset | Type | Amount | Price | Trade Date | Disclosed | Delay | Owner | Filing |
|---|---|---|---|---|---|---|---|---|---|
