202
AlyssaAnn917
Gold-Wynn Wolf Holdings INC.
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 310 | AAPL | 2,000 | 55.61 | 177.38 | 0.09% | 354,760 | -1,383 | 243,544 |
| -690 | AMZN | 750 | 89.19 | 120.72 | -0.76% | 90,540 | 0 | 23,646 |
| 345 | AWK | 300 | 97.77 | 144.46 | 0.80% | 43,338 | -1,953 | 14,006 |
| 68 | DIS | 500 | 89.55 | 87.95 | 0.15% | 43,975 | -1,558 | -798 |
| -960 | JPM | 500 | 84.20 | 135.71 | -1.40% | 67,855 | -2,290 | 25,756 |
| 1,293 | META | 600 | 151.34 | 264.72 | 0.82% | 158,832 | -2,478 | 68,026 |
| -688 | MSFT | 300 | 136.96 | 328.66 | -0.69% | 98,598 | 0 | 57,509 |
| 0 | STMP | 300 | 131.92 | 329.61 | 0.00% | 98,883 | 0 | 59,307 |
| 204 | TDOC | 300 | 120.45 | 23.12 | 3.03% | 6,938 | 0 | -29,199 |
| 11,655 | TSLA | 4,500 | 26.20 | 203.56 | 1.29% | 916,020 | -6,305 | 798,131 |
| 2,112 | UNH | 300 | 217.95 | 487.24 | 1.47% | 146,172 | 0 | 80,787 |
| -5,200 | URI | 400 | 64.71 | 333.91 | -3.75% | 133,564 | -4,127 | 107,680 |
| 0 | UTX | 300 | 72.58 | 85.65 | 0.00% | 25,695 | 0 | 3,920 |
| -55 | WTI | 1,000 | 1.12 | 3.85 | -1.41% | 3,855 | 0 | 2,735 |
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) |
|---|