fio + t212 USD

Portfolio Value

Stock % Shares AVG cost basis Price 52w price Adjusted CB Value TTM Dividends FWD Dividends G/L G/L % XIRR FD yield YoC Note
Total (6): $61,791.48 $61,136.61 $5,090.63 $7,139.62 -$654.87 -1.06% 16.70% 11.03%
BTCI 6.36% 130 $51.30 $29.93
27.57
65.97
$6,668.62 $3,890.90 $1,415.91 $1,017.90 -$2,777.72 -41.65% -14.91% 26.16% 15.26% -
FSCO 8.48% 1051 $5.53 $4.93
4.13
7.65
$5,807.31 $5,181.43 $260.16 $735.28 -$625.88 -10.78% -13.77% 14.19% 12.66% -
GPIQ 28.78% 300 $57.71 $58.66
47.61
59.66
$17,312.42 $17,598 - $1,869.12 $285.58 1.65% 31.17% 10.62% 10.80% -
IWMI 25.62% 300 $49.61 $52.21
38.65
53.54
$14,881.85 $15,663 $763.20 $2,259.72 $781.15 5.25% 30.98% 14.43% 15.18% -
PBDC 14.79% 333 $28.59 $27.16
26.22
35.18
$9,520.97 $9,044.28 $85.26 $949.32 -$476.69 -5.01% -18.30% 10.50% 9.97% -
SCHD 15.96% 300 $31.76 $32.53
26.16
32.91
$9,526.90 $9,759 - $308.28 $232.10 1.43% 25.39% 3.16% 3.22% -
Total: $61,791.48 $61,136.61 $5,090.63 $7,139.62 -$654.87 -1.06% 16.70% 11.03%