Weekly Summaries
-
Weekly Summary: October 21st – 25th
Daily Portfolio Balance Changes Balances Start 21st 22nd 23rd 24th 25th 401k $ 52,385.77 $ 52,084.29 $ 51,958.68 $ 51,537.40 $ 51,647.73 $ 51,552.97 Roth IRA $ 8,134.18 $ 8,144.39 $ 8,132.44 $ 8,060.03 $ 8,076.76 $ 8,068.12 Individual Brokerage $ 238.55 $ 256.39 $ 256.20 $ 254.77 $ 254.04 $ 252.17 Total $ 60,758.50…
-
Weekly Summary: October 14th – 18th
Daily Portfolio Balance Changes Balances Start 14th 15th 16th 17th 18th 401k $ 51,625.86 $ 52,368.27 $ 51,899.47 $ 52,175.44 $ 52,113.73 $ 52,385.77 Roth IRA $ 8,041.84 $ 8,132.26 $ 8,057.65 $ 8,102.63 $ 8,099.54 $ 8,134.18 Individual Brokerage $ 211.59 $ 234.69 $ 234.14 $ 237.63 $ 237.48 $ 238.55 Total $ 59,879.29…
-
Weekly Summary: October 7th – 11th
Daily Portfolio Balance Changes: Balances Start 7th 8th 9th 10th 11th 401k $ 51,425.08 $ 51,018.29 $ 51,173.93 $ 51,376.89 $ 51,287.67 $ 51,625.86 Roth IRA $ 7,926.54 $ 7,919.92 $ 7,963.90 $ 8,001.89 $ 7,986.41 $ 8,041.84 Individual Brokerage $ 190.06 $ 207.64 $ 208.40 $ 209.83 $ 208.91 $ 211.59 Total $ 59,541.68…
-
Weekly Summary: September 30th – October 4th
Daily Portfolio Balance Changes Balances Start 30th 1st 2nd 3rd 4th 401k $ 51,568.45 $ 51,648.13 $ 51,272.08 $ 51,281.05 $ 51,019.12 $ 51,425.08 Roth IRA $ 7,893.29 $ 7,946.96 $ 7,893.21 $ 7,901.29 $ 7,874.75 $ 7,926.54 Individual Brokerage $ 170.29 $ 190.36 $ 189.39 $ 189.22 $ 188.47 $ 190.06 Total $ 59,632.03…
-
Weekly Summary: September 23rd – 27th
Daily Balance Changes Balances Start 23rd 24th 25th 26th 27th – End 401k $ 50,445.15 $ 50,591.30 $ 50,834.17 $ 50,667.52 $ 51,156.24 $ 51,568.45 Roth IRA $ 7,771.52 $ 7,830.49 $ 7,867.49 $ 7,845.23 $ 7,907.99 $ 7,893.29 Individual Brokerage $ 150.13 $ 170.15 $ 170.97 $ 169.65 $ 169.76 $ 170.29 Total $…