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Position Percentage Pie: Company # Shares Average Purchase Price 15 $51.70 10 $83.00 5 $145.60 5000 $0.18

The document outlines an investment portfolio containing shares of 5 companies. It lists the company name, number of shares owned, average purchase price, and current price and value of each holding. The largest positions are 15 shares of Wells Fargo & Co at $51.70 per share, 10 shares of National Oilwell Varco at $83 per share, and 5 shares of Berkshire Hathaway at $145.60 per share. The total current value of the portfolio is $4,349.18.

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Jonathan Evangelista
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32 views

Position Percentage Pie: Company # Shares Average Purchase Price 15 $51.70 10 $83.00 5 $145.60 5000 $0.18

The document outlines an investment portfolio containing shares of 5 companies. It lists the company name, number of shares owned, average purchase price, and current price and value of each holding. The largest positions are 15 shares of Wells Fargo & Co at $51.70 per share, 10 shares of National Oilwell Varco at $83 per share, and 5 shares of Berkshire Hathaway at $145.60 per share. The total current value of the portfolio is $4,349.18.

Uploaded by

Jonathan Evangelista
Copyright
© © All Rights Reserved
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Company

# Shares

Average Purchase Price

Wells Fargo & Co (WFC)

15

$51.70

National Oilwell Varco (NOV)

10

$83.00

Berkshire Hathaway (BRK.B)

$145.60

Stans Energy TSX (HRE.V)

5000

$0.18

CASH (CAD)
TOTAL

Position Percentage Pie

$814.20; 19%
$1,531.13; 35%
$712.90; 16%
$550.00; 13%

$740.95; 17%

Wells Fargo & Co (WFC)

National Oilwell Varco (NOV)

Stans Energy TSX (HRE.V)

CASH (CAD)

Berkshire Hathaway (BRK.B)

Current Price ($)

Percentage Change (%)

Current Dollar Value in Portfolio ($)

$54.28

4.99%

$814.20

$71.29

-14.11%

$712.90

$148.19

1.78%

$740.95

$0.11

-38.89%

$550.00

shire Hathaway (BRK.B)

$1,531.13
$4,349.18

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