match
ktreadwell
None
13
ktreadwell
1D P&L Symbol Position Avg Cost Mark Price 1D Chg (%) Mkt Value Rlz P&L Unrlz P&L
1,011 AAPL 300 111.97 122.75 2.82% 36,826 0 3,236
181 AMZN 3 3,146.50 3,220.84 1.91% 9,663 0 223
45 BRK.B 50 217.85 229.59 0.39% 11,480 0 587
635 CSCO 1,000 40.34 43.54 1.48% 43,545 0 3,206
88 DLR 130 151.72 135.51 0.50% 17,616 0 -2,107
24 ENB 300 34.04 31.38 0.26% 9,412 0 -801
414 FB 40 263.65 286.77 3.74% 11,471 0 925
633 JNJ 210 142.25 147.66 2.08% 31,010 0 1,136
78 PG 75 134.84 139.33 0.75% 10,450 0 337
141 PYPL 50 191.11 216.60 1.32% 10,830 0 1,274
46 T 325 30.32 28.88 0.49% 9,384 0 -471
-76 TSCO 70 145.01 139.64 -0.77% 9,775 0 -376

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)