O
Market Value
$156,000
Cost Basis
$110,000
Unrealized Gain
+$46,000
+41.8%
Shares
3,000
Avg Cost / Price
$36.67→$52.00
Purchase History3 lots
Purchase Date
Shares
Cost / Share
Total Cost
Current Value
Gain / Loss
Dec 1, 2022
Vanguard
Shares 1000
Avg $60.00
Cost $60,000
Gain -$8,000(-13.3%)
Dec 1, 2022
Vanguard
1000
$60.00
$60,000
$52,000
-$8,000(-13.3%)
Jan 1, 2021
Vanguard
Shares 1000
Avg $62.00
Cost $62,000
Gain -$10,000(-16.1%)
Jan 1, 2021
Vanguard
1000
$62.00
$62,000
$52,000
-$10,000(-16.1%)
Mar 1, 2019
Vanguard
Shares 1000
Avg $67.00
Cost $67,000
Gain -$15,000(-22.4%)
Mar 1, 2019
Vanguard
1000
$67.00
$67,000
$52,000
-$15,000(-22.4%)
Total
$189,000 cost
-$33,000Total
3000
$189,000
$156,000
-$33,000(-17.5%)