Back to 2024
Monthly Detail
March 2024
Monthly Return
+9.87%
Portfolio Value
$13.62M
Monthly Return
+9.87%
# Stocks
20
Holdings Shown
20
Portfolio Holdings
20 positions for the period 2024-02-29 to 2024-03-28.
| Symbol | Stock | New | Begin $ | End $ | Div | Gain % |
|---|---|---|---|---|---|---|
| ANET | Arista Networks | NEW | $277.54 | $289.98 | $0.00 | +4.48% |
| FYBR | Frontier Commun | NEW | $23.68 | $24.50 | $0.00 | +3.46% |
| GPS | Gap Inc | $18.94 | $27.55 | $0.00 | +45.46% | |
| HRB | Block H & R | NEW | $48.95 | $49.11 | $0.32 | +0.98% |
| KD | Kyndryl Holdngs | NEW | $21.97 | $21.76 | $0.00 | -0.96% |
| KEY | Keycorp New | NEW | $14.27 | $15.81 | $0.00 | +10.79% |
| MPC | Marathon Petrol | NEW | $169.23 | $201.50 | $0.00 | +19.07% |
| NRG | Nrg Energy Inc | NEW | $55.32 | $67.69 | $0.00 | +22.36% |
| NVDA | Nvidia Corp | $791.12 | $903.56 | $0.04 | +14.22% | |
| PANW | Palo Alto Netwk | $310.55 | $284.13 | $0.00 | -8.51% | |
| PHM | Pulte Group Onc | NEW | $108.38 | $120.62 | $0.20 | +11.48% |
| PSX | Phillips 66 | NEW | $142.51 | $163.34 | $0.00 | +14.62% |
| RCL | Royal Caribbean | $123.35 | $139.01 | $0.00 | +12.70% | |
| SMCI | Super Micro Com | $866.12 | $1010.03 | $0.00 | +16.62% | |
| TREX | Trex Company | NEW | $91.76 | $99.75 | $0.00 | +8.71% |
| UBER | Uber Technologs | $79.50 | $76.99 | $0.00 | -3.16% | |
| VNO | Vornado Rlty Tr | $26.30 | $28.77 | $0.00 | +9.39% | |
| VST | Vistra Corp | $54.54 | $69.65 | $0.21 | +28.10% | |
| X | Utd States Stl | $47.34 | $40.78 | $0.00 | -13.86% | |
| XPO | Xpo Inc | $120.32 | $122.03 | $0.00 | +1.42% |
Disclaimer: Past performance does not guarantee future results. All investments involve risk including possible loss of principal. Holdings shown reflect actual portfolio positions for the indicated period.