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Total Book Value: $707,922.33
Total Market Value: $949,574.83
All-Time +$241,652.50 +34.14%
Day +$4,966.24 +0.53%
AAPL +54.79%
Apple Inc.
No. of Shares: 100
Avg. Cost: $152.32
Book value: $15,332.00
Market Price: $237.33
Market Value: $23,733.00
All-Time Change: +$8,401.00
Day Change: +$252.50
Volume: 28,220,021
401(k)
ADBE +46.49%
Adobe Inc.
No. of Shares: 75
Avg. Cost: $352.19
Book value: $26,414.25
Market Price: $515.93
Market Value: $38,694.75
All-Time Change: +$12,280.50
Day Change: -$129.00
Volume: 1,382,405
RESP
AMZN +38.10%
Amazon.com, Inc.
No. of Shares: 15
Avg. Cost: $150.54
Book value: $2,258.10
Market Price: $207.89
Market Value: $3,118.35
All-Time Change: +$860.25
Day Change: +$30.90
Volume: 24,760,097
401(k)
ARTG.V -4.14%
Artemis Gold Inc.
No. of Shares: 1000
Avg. Cost: $15.20
Book value: $15,200.00
Market Price: $14.57
Market Value: $14,570.00
All-Time Change: -$630.00
Day Change: +$180.00
Volume: 131,595
Cash Account
ARX.TO +69.75%
ARC Resources Ltd.
No. of Shares: 1000
Avg. Cost: $15.23 CAD
Book value: $10,858.99
Market Price: $25.81 CAD
Market Value: $18,432.99
All-Time Change: +$7,574.00
Day Change: -$21.43
Volume: 952,432
RESP
BGT -0.98%
BlackRock Floating Rate Income Trust
No. of Shares: 100
Avg. Cost: $13.20
Book value: $1,320.00
Market Price: $13.07
Market Value: $1,307.00
All-Time Change: -$13.00
Day Change: +$2.00
Volume: 94,734
401(k)
BRK-B +92.81%
Berkshire Hathaway Inc.
No. of Shares: 25
Avg. Cost: $250.52
Book value: $6,263.00
Market Price: $483.02
Market Value: $12,075.50
All-Time Change: +$5,812.50
Day Change: -$58.75
Volume: 2,964,915
401(k)
BTCC.TO +19.54%
Purpose Bitcoin ETF
No. of Shares: 15
Avg. Cost: $15.20
Book value: $228.00
Market Price: $18.17
Market Value: $272.55
All-Time Change: +$44.55
Day Change: +$0.30
Volume: 704,244
RESP
BTCUSD +51.88%
Bitcoin USD
No. of Shares: 0.125402
Avg. Cost: $63,794.83
Book value: $7,999.99
Market Price: $96,892.36
Market Value: $12,150.50
All-Time Change: +$4,150.51
Day Change: -$74.48
Volume: 55,906,217,913
Blockchain
BTMFX +15.10%
Boston Trust Midcap Fund
No. of Shares: 100
Avg. Cost: $23.45
Book value: $2,345.00
Market Price: $26.99
Market Value: $2,699.00
All-Time Change: +$354.00
Day Change: +$0.00
Volume: 665,646
401(k)
CAT +62.11%
Caterpillar Inc.
No. of Shares: 200
Avg. Cost: $250.52
Book value: $50,104.00
Market Price: $406.11
Market Value: $81,222.00
All-Time Change: +$31,118.00
Day Change: -$244.00
Volume: 1,539,686
401(k)
COP +26.98%
ConocoPhillips
No. of Shares: 300
Avg. Cost: $85.32
Book value: $25,596.00
Market Price: $108.34
Market Value: $32,502.00
All-Time Change: +$6,906.00
Day Change: +$177.00
Volume: 3,902,538
Cash Account
CVX +0.25%
Chevron Corporation
No. of Shares: 100
Avg. Cost: $161.52
Book value: $16,152.00
Market Price: $161.93
Market Value: $16,193.00
All-Time Change: +$41.00
Day Change: -$32.00
Volume: 4,498,965
Cash Account
EFX -8.12%
Equifax Inc.
No. of Shares: 150
Avg. Cost: $284.68
Book value: $42,702.00
Market Price: $261.56
Market Value: $39,234.00
All-Time Change: -$3,468.00
Day Change: -$397.50
Volume: 734,603
Cash Account
GOOG +35.81%
Alphabet Inc.
No. of Shares: 500
Avg. Cost: $125.54
Book value: $62,770.00
Market Price: $170.49
Market Value: $85,245.00
All-Time Change: +$22,475.00
Day Change: +$215.00
Volume: 8,964,436
Cash Account
IR +21.77%
Ingersoll Rand Inc.
No. of Shares: 400
Avg. Cost: $85.55
Book value: $34,220.00
Market Price: $104.17
Market Value: $41,668.00
All-Time Change: +$7,448.00
Day Change: +$48.00
Volume: 907,066
Cash Account
KODK +104.80%
Eastman Kodak Company
No. of Shares: 1000
Avg. Cost: $3.54
Book value: $3,540.00
Market Price: $7.25
Market Value: $7,250.00
All-Time Change: +$3,710.00
Day Change: +$120.00
Volume: 2,446,280
401(k)
MCD +1.54%
McDonald's Corporation
No. of Shares: 50
Avg. Cost: $291.52
Book value: $14,576.00
Market Price: $296.01
Market Value: $14,800.50
All-Time Change: +$224.50
Day Change: +$92.50
Volume: 1,536,536
401(k)
MSFT +66.33%
Microsoft Corporation
No. of Shares: 800
Avg. Cost: $254.59
Book value: $203,672.00
Market Price: $423.46
Market Value: $338,768.00
All-Time Change: +$135,096.00
Day Change: +$2,696.00
Volume: 15,055,916
401(k)
NVDA +18.52%
NVIDIA Corporation
No. of Shares: 80
Avg. Cost: $116.65
Book value: $9,332.00
Market Price: $138.25
Market Value: $11,060.00
All-Time Change: +$1,728.00
Day Change: +$117.60
Volume: 141,108,317
401(k)
SMCI +18.60%
Super Micro Computer, Inc.
No. of Shares: 400
Avg. Cost: $27.52
Book value: $11,008.00
Market Price: $32.64
Market Value: $13,056.00
All-Time Change: +$2,048.00
Day Change: -$132.00
Volume: 59,634,639
RRSP
TMO +1.20%
Thermo Fisher Scientific Inc.
No. of Shares: 150
Avg. Cost: $523.36
Book value: $78,504.00
Market Price: $529.63
Market Value: $79,444.50
All-Time Change: +$940.50
Day Change: +$975.00
Volume: 2,108,166
Cash Account
TSLA -15.42%
Tesla, Inc.
No. of Shares: 120
Avg. Cost: $408.10
Book value: $48,972.00
Market Price: $345.16
Market Value: $41,419.20
All-Time Change: -$7,552.80
Day Change: +$1,089.60
Volume: 36,668,002
RESP
ZS +11.34%
Zscaler, Inc.
No. of Shares: 100
Avg. Cost: $185.55
Book value: $18,555.00
Market Price: $206.59
Market Value: $20,659.00
All-Time Change: +$2,104.00
Day Change: +$59.00
Volume: 932,179
RRSP