3680
henrymckain
Wheaton College Investment Club
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 0 | AAPL | 120 | 54.61 | 140.82 | -5.64% | 16,898 | 0 | 10,345 |
| 0 | ABB | 200 | 24.14 | 28.81 | -1.74% | 5,762 | 0 | 933 |
| 0 | ABT | 200 | 68.48 | 112.74 | -1.57% | 22,548 | 0 | 8,851 |
| 0 | AMZN | 2 | 1,908.01 | 2,142.25 | -7.16% | 4,284 | 0 | 468 |
| 0 | BL | 60 | 55.34 | 61.90 | -0.47% | 3,714 | 0 | 394 |
| 0 | CRON | 90 | 12.81 | 3.32 | -6.21% | 299 | 0 | -855 |
| 0 | DBX | 45 | 26.52 | 19.81 | -3.65% | 891 | 0 | -302 |
| 0 | HSIC | 100 | 84.63 | 83.71 | -3.14% | 8,371 | 0 | -92 |
| 0 | LW | 50 | 66.66 | 62.40 | -3.18% | 3,120 | 0 | -213 |
| 0 | MMP | 25 | 68.86 | 49.66 | -1.80% | 1,242 | 0 | -480 |
| 0 | NXST | 196 | 80.20 | 172.86 | -3.15% | 33,881 | 2 | 18,161 |
| 0 | OKTA | 60 | 70.14 | 78.77 | -9.96% | 4,726 | 0 | 518 |
| 0 | PATK | 39 | 65.97 | 62.36 | -7.42% | 2,432 | 0 | -141 |
| 0 | SFIX | 200 | 47.95 | 7.72 | -6.20% | 1,544 | 0 | -8,047 |
| 0 | STZ | 30 | 217.25 | 237.05 | -5.54% | 7,111 | 0 | 594 |
| 0 | TR | 54 | 26.85 | 32.48 | -4.50% | 1,754 | 0 | 304 |
| 0 | UPS | 100 | 118.31 | 172.23 | -5.96% | 17,223 | 0 | 5,392 |
Performance
Performance
Risk-Adjusted Excess Return
Sharpe Ratio
Rolling 5-Day Volatilities
Daily 5% Value-at-Risk (VaR)
Rolling Betas
| Action | Type | Time | Symbol | Quantity | Price | Limit | Status |
|---|
| Payment Date | Ex-Dividend Date | Ticker | Position | Dividend Per Share | Total Dividend (USD) |
|---|