Portfolio "2020 Katy" ($)
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Currency
| Title | Purchase price, $ | Current price, $ | Quantity | Initial amount, $ | Current amount, $ | Changes | Changes, % | Share, % | |
|---|---|---|---|---|---|---|---|---|---|
Доллар |
1 | 1 | 231.26 | 231.26 | 231.26 | 0 | 0% | 47.07 | |
Рубль |
0.0124 | 0.0124 | 21 000 | 260 | 260 | 0 | 0% | 52.93 | |
| Quantity: 2 | 21 231.26 | 491.26 | 491.26 | 0 | 0 | 100% |
| Price | 491.25 $ |
|---|---|
| Current cost | 491.25 $ |
| Current income | 0 $ |
| Current yield | 0 % |
| Profitability per year | 0 % |
Shares
| Title | Purchase price | Current price | Initial amount | Current amount | Changes | Changes, % | Quantity | Dividends, $ | Share, % | |
|---|---|---|---|---|---|---|---|---|---|---|
AT&T (T)
|
27.06 $ | 27.01 $ | 541.2 $ | 540.2 $ | -1 $ | -0.1848% | 20 | 22.24 | 14.52 | |
Gilead Sciences (GILD)
|
65.05 $ | 103.82 $ | 325.25 $ | 519.1 $ | +193.85 $ | +59.6% | 5 | 19.45 | 13.96 | |
IBM (IBM)
|
116 $ | 253.69 $ | 580 $ | 1 268.45 $ | +688.45 $ | +118.7% | 5 | 33.45 | 34.1 | |
Kyndryl Holdings, Inc. (KD)
|
10.54 $ | 41.15 $ | 10.54 $ | 41.15 $ | +30.61 $ | +290.42% | 1 | 0 | 1.11 | |
Nektar Therapeutics (NKTR)
|
11.11 $ | 0.7148 $ | 88.88 $ | 5.72 $ | -83.16 $ | -93.57% | 8 | 0 | 0.1537 | |
Simon Property (SPG)
|
57.4 $ | 171.44 $ | 287 $ | 857.2 $ | +570.2 $ | +198.68% | 5 | 41.25 | 23.05 | |
Snowflake Inc. (SNOW)
|
242.92 $ | 180.54 $ | 485.84 $ | 361.08 $ | -124.76 $ | -25.68% | 2 | 0 | 9.71 | |
TripAdvisor (TRIP)
|
14.98 $ | 15.3 $ | 59.92 $ | 61.2 $ | +1.28 $ | +2.14% | 4 | 0 | 1.65 | |
Warner Bros. Discovery, Inc. (WBD)
|
11 $ | 9.18 $ | 44 $ | 36.72 $ | -7.28 $ | -16.55% | 4 | 0 | 0.9873 | |
Xerox (XRX)
|
14.85 $ | 5.71 $ | 74.25 $ | 28.55 $ | -45.7 $ | -61.55% | 5 | 4.38 | 0.7676 | |
| Quantity: 10 | 2 496.88 | 3 719.37 | 1 222.49 | 48.96 % | 59 | 120.77 | 100 |
| Price | 2 496.88 $ |
|---|---|
| Current cost | 3 719.37 $ |
| Current income | 1 222.49 $ |
| Current yield | 48.96 % |
| Profitability per year | 20.11 % |
| Average dividend yield | 3.37 % |
| Dividends per year | 120.77 $ |
| Dividends per month | 10.06 $ |
