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30
Positions
629.20224
Shares Owned
$19,234.64
Cost Basis
$257.87
Earned Dividends
-$3,565.32 (-18.54%)
Total Gain/Loss
Portfolio Holdings
*To learn more about a particular holding, simply click on the Company’s Logo below*
Holding
AXP
AWK
AAPL
T
CAT
SCHW
COST
CVS
DIS
D
JNJ
JPM
LEG
MSFT
MNR
NNN
PEI
PEP
PFE
PPL
O
RCL
SPG
STAG
STOR
KHC
UGI
VZ
WM
Share Count
1.98604
4.87284
5.6732
1.49551
32.79575
2.65925
18.01612
0.86818
2.35268
2.4645
8.41806
2.1488
10.65227
8.63532
3.28912
144.60444
17.42182
192.75119
2.32684
5.35798
19.47286
19.33782
31.92316
4.59765
25.5165
22.70579
5.17816
16.18501
14.01963
1.47575
Cost Basis
$339.11
$560.39
$697.99
$403.86
$1,253.20
$348.08
$714.08
$259.22
$160.81
$320.09
$691.66
$296.41
$1,228.89
$385.24
$356.31
$2,072.38
$944.67
$371.72
$318.79
$201.38
$645.34
$1,451.89
$1,200
$500
$770.84
$815.69
$135
$757.70
$849.34
$169.25
change log – March 10th – Entered into 2 new positions (RCL & SPG) by selling MSFT shares at a gain to even out position weight.