Portfolio Holdings Detail for ISIN IE000WHL2ZK1

Stock NameiShares U.S. Equity High Income UCITS ETF USD Inc
IssuerBlackrock
ETF TickerINCU(GBP) LSE
ETF TickerINCU.AS(USD) Euronext Amsterdam

Portfolio changes on 2025-12-02 for IE000WHL2ZK1

Ticker Action Number of Shares Bought/Sold Value of Shares Added/Sold Average Price paid for previous share BUYs
GOOG - LEVERAGE SHARES PUBLIC LIMITED CO. 1X GOOG BUY 2,967 @ USD 316.02 USD 937,631 The ETF bought 2967 new shares of GOOG (LEVERAGE SHARES PUBLIC LIMITED CO. 1X GOOG). The shares were bought for an average price of 316.02 compared to the previous average buy price of 195.161. This is 61.9% higher than average price of previous purchases of GOOG.
GOOG - 1X GOOG BUY 2,967 @ USD 316.02 USD 937,631 The ETF bought 2967 new shares of GOOG (1X GOOG). The shares were bought for an average price of 316.02 compared to the previous average buy price of 195.161. This is 61.9% higher than average price of previous purchases of GOOG.
GOOGL - Alphabet Inc Class A BUY 2,840 @ USD 315.81 USD 896,900 The ETF bought 2840 new shares of GOOGL (Alphabet Inc Class A). The shares were bought for an average price of 315.81 compared to the previous average buy price of 186.118. This is 69.7% higher than average price of previous purchases of GOOGL.
BRKB - BUY 1,075 @ USD 506.65 USD 544,649 The ETF bought 1075 new shares of BRKB (). The shares were bought for an average price of 506.65 compared to the previous average buy price of 496.951. This is 2.0% higher than average price of previous purchases of BRKB.
META - Meta Platforms Inc BUY 821 @ USD 647.1 USD 531,269 The ETF bought 821 new shares of META (Meta Platforms Inc). The shares were bought for an average price of 647.1 compared to the previous average buy price of 632.5. This is 2.3% higher than average price of previous purchases of META.
JPM - JPMorgan Chase & Co BUY 1,686 @ USD 307.88 USD 519,086 The ETF bought 1686 new shares of JPM (JPMorgan Chase & Co). The shares were bought for an average price of 307.88 compared to the previous average buy price of 302.236. This is 1.9% higher than average price of previous purchases of JPM.
LLY - Eli Lilly and Company BUY 320 @ USD 1046.12 USD 334,758 The ETF bought 320 new shares of LLY (Eli Lilly and Company). The shares were bought for an average price of 1046.12 compared to the previous average buy price of 880.18. This is 18.9% higher than average price of previous purchases of LLY.
TJX - The TJX Companies Inc BUY 2,152 @ USD 150.02 USD 322,843 The ETF bought 2152 new shares of TJX (The TJX Companies Inc). The shares were bought for an average price of 150.02 compared to the previous average buy price of 133.014. This is 12.8% higher than average price of previous purchases of TJX.
CME - CME Group Inc BUY 930 @ USD 277.49 USD 258,066 The ETF bought 930 new shares of CME (CME Group Inc). The shares were bought for an average price of 277.49 compared to the previous average buy price of 271.961. This is 2.0% higher than average price of previous purchases of CME.
NFLX - Netflix Inc BUY 2,169 @ USD 109.35 USD 237,180 The ETF bought 2169 new shares of NFLX (Netflix Inc). The shares were bought for an average price of 109.35 compared to the previous average buy price of 597.698. This is -81.7% lower than average price of previous purchases of NFLX.
SPGI - S&P Global Inc BUY 476 @ USD 491.211 USD 233,816 The ETF bought 476 new shares of SPGI (S&P Global Inc). The shares were bought for an average price of 491.211 compared to the previous average buy price of 503.731. This is -2.5% lower than average price of previous purchases of SPGI.
INTU - Intuit Inc BUY 330 @ USD 635.629 USD 209,758 The ETF bought 330 new shares of INTU (Intuit Inc). The shares were bought for an average price of 635.629 compared to the previous average buy price of 685.817. This is -7.3% lower than average price of previous purchases of INTU.
GE - GE Aerospace BUY 615 @ USD 289.32 USD 177,932 The ETF bought 615 new shares of GE (GE Aerospace). The shares were bought for an average price of 289.32 compared to the previous average buy price of 297.293. This is -2.7% lower than average price of previous purchases of GE.
CTAS - Cintas Corporation BUY 936 @ USD 184.19 USD 172,402 The ETF bought 936 new shares of CTAS (Cintas Corporation). The shares were bought for an average price of 184.19 compared to the previous average buy price of 205.329. This is -10.3% lower than average price of previous purchases of CTAS.
BSX - Boston Scientific Corporation BUY 1,547 @ USD 99.0201 USD 153,184 The ETF bought 1547 new shares of BSX (Boston Scientific Corporation). The shares were bought for an average price of 99.0201 compared to the previous average buy price of 100.37. This is -1.3% lower than average price of previous purchases of BSX.
BSX - MULSTRXSSXIMETFP BUY 1,547 @ USD 99.0201 USD 153,184 The ETF bought 1547 new shares of BSX (MULSTRXSSXIMETFP). The shares were bought for an average price of 99.0201 compared to the previous average buy price of 100.37. This is -1.3% lower than average price of previous purchases of BSX.
PEP - PepsiCo Inc BUY 1,021 @ USD 148.61 USD 151,731 The ETF bought 1021 new shares of PEP (PepsiCo Inc). The shares were bought for an average price of 148.61 compared to the previous average buy price of 142.458. This is 4.3% higher than average price of previous purchases of PEP.
ADBE - Adobe Systems Incorporated BUY 466 @ USD 322.811 USD 150,430 The ETF bought 466 new shares of ADBE (Adobe Systems Incorporated). The shares were bought for an average price of 322.811 compared to the previous average buy price of 385.084. This is -16.2% lower than average price of previous purchases of ADBE.
APH - Alliance Pharma plc BUY 1,016 @ USD 141.49 USD 143,754 The ETF bought 1016 new shares of APH (Alliance Pharma plc). The shares were bought for an average price of 141.49 compared to the previous average buy price of 128.483. This is 10.1% higher than average price of previous purchases of APH.
MCD - McDonald’s Corporation BUY 452 @ USD 300.721 USD 135,926 The ETF bought 452 new shares of MCD (McDonald’s Corporation). The shares were bought for an average price of 300.721 compared to the previous average buy price of 302.821. This is -0.7% lower than average price of previous purchases of MCD.
TXN - Texas Instruments Incorporated BUY 733 @ USD 175.26 USD 128,466 The ETF bought 733 new shares of TXN (Texas Instruments Incorporated). The shares were bought for an average price of 175.26 compared to the previous average buy price of 180.107. This is -2.7% lower than average price of previous purchases of TXN.
MCK - McKesson Corporation BUY 147 @ USD 829.702 USD 121,966 The ETF bought 147 new shares of MCK (McKesson Corporation). The shares were bought for an average price of 829.702 compared to the previous average buy price of 857.824. This is -3.3% lower than average price of previous purchases of MCK.
MDLZ - Mondelez International Inc BUY 2,106 @ USD 55.9902 USD 117,915 The ETF bought 2106 new shares of MDLZ (Mondelez International Inc). The shares were bought for an average price of 55.9902 compared to the previous average buy price of . This is 0.0% than average price of previous purchases of MDLZ.
MNST - Monster Beverage Corp BUY 1,511 @ USD 74.7102 USD 112,887 The ETF bought 1511 new shares of MNST (Monster Beverage Corp). The shares were bought for an average price of 74.7102 compared to the previous average buy price of 70.2634. This is 6.3% higher than average price of previous purchases of MNST.
PCAR - PACCAR Inc BUY 910 @ USD 105.89 USD 96,360 The ETF bought 910 new shares of PCAR (PACCAR Inc). The shares were bought for an average price of 105.89 compared to the previous average buy price of 109.978. This is -3.7% lower than average price of previous purchases of PCAR.
IBM - International Business Machines BUY 318 @ USD 301.779 USD 95,966 The ETF bought 318 new shares of IBM (International Business Machines). The shares were bought for an average price of 301.779 compared to the previous average buy price of 295.401. This is 2.2% higher than average price of previous purchases of IBM.
PFE - Pfizer Inc BUY 3,767 @ USD 25.1501 USD 94,740 The ETF bought 3767 new shares of PFE (Pfizer Inc). The shares were bought for an average price of 25.1501 compared to the previous average buy price of 24.1388. This is 4.2% higher than average price of previous purchases of PFE.
TRV - The Travelers Companies Inc BUY 325 @ USD 288.52 USD 93,769 The ETF bought 325 new shares of TRV (The Travelers Companies Inc). The shares were bought for an average price of 288.52 compared to the previous average buy price of 259.019. This is 11.4% higher than average price of previous purchases of TRV.
TRV - AMUNDI STX600 TRAV BUY 325 @ USD 288.52 USD 93,769 The ETF bought 325 new shares of TRV (AMUNDI STX600 TRAV). The shares were bought for an average price of 288.52 compared to the previous average buy price of 259.019. This is 11.4% higher than average price of previous purchases of TRV.
WFC - Wells Fargo & Company BUY 1,009 @ USD 86.3196 USD 87,096 The ETF bought 1009 new shares of WFC (Wells Fargo & Company). The shares were bought for an average price of 86.3196 compared to the previous average buy price of 85.0674. This is 1.5% higher than average price of previous purchases of WFC.
BMY - Bloomsbury Publishing Plc BUY 1,577 @ USD 48.25 USD 76,090 The ETF bought 1577 new shares of BMY (Bloomsbury Publishing Plc). The shares were bought for an average price of 48.25 compared to the previous average buy price of 47.8738. This is 0.8% higher than average price of previous purchases of BMY.
HEIA - Heineken BUY 245 @ USD 241.08 USD 59,065 The ETF bought 245 new shares of HEIA (Heineken). The shares were bought for an average price of 241.08 compared to the previous average buy price of 231.213. This is 4.3% higher than average price of previous purchases of HEIA.
DIS - Distil Plc BUY 500 @ USD 104.83 USD 52,415 The ETF bought 500 new shares of DIS (Distil Plc). The shares were bought for an average price of 104.83 compared to the previous average buy price of 114.738. This is -8.6% lower than average price of previous purchases of DIS.
HBAN - Huntington Bancshares Incorporated BUY 3,095 @ USD 16.56 USD 51,253 The ETF bought 3095 new shares of HBAN (Huntington Bancshares Incorporated). The shares were bought for an average price of 16.56 compared to the previous average buy price of 16.2954. This is 1.6% higher than average price of previous purchases of HBAN.
HWM - Howmet Aerospace Inc BUY 231 @ USD 196.261 USD 45,336 The ETF bought 231 new shares of HWM (Howmet Aerospace Inc). The shares were bought for an average price of 196.261 compared to the previous average buy price of 201.915. This is -2.8% lower than average price of previous purchases of HWM.
THG - THG Holdings PLC BUY 231 @ USD 184.439 USD 42,605 The ETF bought 231 new shares of THG (THG Holdings PLC). The shares were bought for an average price of 184.439 compared to the previous average buy price of 170.501. This is 8.2% higher than average price of previous purchases of THG.
DOX - Amdocs Ltd BUY 508 @ USD 74.9498 USD 38,074 The ETF bought 508 new shares of DOX (Amdocs Ltd). The shares were bought for an average price of 74.9498 compared to the previous average buy price of 80.5196. This is -6.9% lower than average price of previous purchases of DOX.
NOW - ServiceNow Inc BUY 44 @ USD 824.382 USD 36,273 The ETF bought 44 new shares of NOW (ServiceNow Inc). The shares were bought for an average price of 824.382 compared to the previous average buy price of 895.872. This is -8.0% lower than average price of previous purchases of NOW.
PEG - Petards Group plc BUY 405 @ USD 80.6798 USD 32,675 The ETF bought 405 new shares of PEG (Petards Group plc). The shares were bought for an average price of 80.6798 compared to the previous average buy price of 81.8036. This is -1.4% lower than average price of previous purchases of PEG.
PEG - Public Service Enterprise Group Inc BUY 405 @ USD 80.6798 USD 32,675 The ETF bought 405 new shares of PEG (Public Service Enterprise Group Inc). The shares were bought for an average price of 80.6798 compared to the previous average buy price of 81.8036. This is -1.4% lower than average price of previous purchases of PEG.
MRK - Marks Electrical Group PLC BUY 319 @ USD 101.03 USD 32,229 The ETF bought 319 new shares of MRK (Marks Electrical Group PLC). The shares were bought for an average price of 101.03 compared to the previous average buy price of 86.2248. This is 17.2% higher than average price of previous purchases of MRK.
MRK - Merck & Company Inc BUY 319 @ USD 101.03 USD 32,229 The ETF bought 319 new shares of MRK (Merck & Company Inc). The shares were bought for an average price of 101.03 compared to the previous average buy price of 86.2248. This is 17.2% higher than average price of previous purchases of MRK.
BAC - Bank of America Corp BUY 592 @ USD 53.1901 USD 31,489 The ETF bought 592 new shares of BAC (Bank of America Corp). The shares were bought for an average price of 53.1901 compared to the previous average buy price of 44.1775. This is 20.4% higher than average price of previous purchases of BAC.
KMB - Kimberly-Clark Corporation BUY 253 @ USD 106.95 USD 27,058 The ETF bought 253 new shares of KMB (Kimberly-Clark Corporation). The shares were bought for an average price of 106.95 compared to the previous average buy price of 113.567. This is -5.8% lower than average price of previous purchases of KMB.
CRM - Salesforce.com Inc BUY 115 @ USD 234.71 USD 26,992 The ETF bought 115 new shares of CRM (Salesforce.com Inc). The shares were bought for an average price of 234.71 compared to the previous average buy price of 269.929. This is -13.0% lower than average price of previous purchases of CRM.
EA - Electronic Arts Inc BUY 127 @ USD 203.238 USD 25,811 The ETF bought 127 new shares of EA (Electronic Arts Inc). The shares were bought for an average price of 203.238 compared to the previous average buy price of 199.133. This is 2.1% higher than average price of previous purchases of EA.
VTR - Ventas Inc BUY 322 @ USD 80.0797 USD 25,786 The ETF bought 322 new shares of VTR (Ventas Inc). The shares were bought for an average price of 80.0797 compared to the previous average buy price of 67.6166. This is 18.4% higher than average price of previous purchases of VTR.
KDP - Keurig Dr Pepper Inc BUY 884 @ USD 28.1301 USD 24,867 The ETF bought 884 new shares of KDP (Keurig Dr Pepper Inc). The shares were bought for an average price of 28.1301 compared to the previous average buy price of 27.9506. This is 0.6% higher than average price of previous purchases of KDP.
PGR - Progressive Corp BUY 101 @ USD 228.761 USD 23,105 The ETF bought 101 new shares of PGR (Progressive Corp). The shares were bought for an average price of 228.761 compared to the previous average buy price of 261.465. This is -12.5% lower than average price of previous purchases of PGR.
PGR - Progressive Corp BUY 101 @ USD 228.761 USD 23,105 The ETF bought 101 new shares of PGR (Progressive Corp). The shares were bought for an average price of 228.761 compared to the previous average buy price of 261.465. This is -12.5% lower than average price of previous purchases of PGR.
ADSK - Autodesk Inc BUY 69 @ USD 310.252 USD 21,407 The ETF bought 69 new shares of ADSK (Autodesk Inc). The shares were bought for an average price of 310.252 compared to the previous average buy price of 282.918. This is 9.7% higher than average price of previous purchases of ADSK.
CPT - Camden Property Trust BUY 191 @ USD 106 USD 20,246 The ETF bought 191 new shares of CPT (Camden Property Trust). The shares were bought for an average price of 106 compared to the previous average buy price of 106.785. This is -0.7% lower than average price of previous purchases of CPT.
MDT - Medtronic PLC BUY 187 @ USD 102.03 USD 19,080 The ETF bought 187 new shares of MDT (Medtronic PLC). The shares were bought for an average price of 102.03 compared to the previous average buy price of 87.4115. This is 16.7% higher than average price of previous purchases of MDT.
GDDY - Godaddy Inc BUY 143 @ USD 128.311 USD 18,348 The ETF bought 143 new shares of GDDY (Godaddy Inc). The shares were bought for an average price of 128.311 compared to the previous average buy price of 130.624. This is -1.8% lower than average price of previous purchases of GDDY.
JKHY - Jack Henry & Associates Inc BUY 90 @ USD 172.681 USD 15,541 The ETF bought 90 new shares of JKHY (Jack Henry & Associates Inc). The shares were bought for an average price of 172.681 compared to the previous average buy price of . This is 0.0% than average price of previous purchases of JKHY.
SRE - Sirius Real Estate Limited BUY 150 @ USD 90.9495 USD 13,642 The ETF bought 150 new shares of SRE (Sirius Real Estate Limited). The shares were bought for an average price of 90.9495 compared to the previous average buy price of 75.0671. This is 21.2% higher than average price of previous purchases of SRE.
XP - Xp Inc BUY 561 @ USD 20.0204 USD 11,231 The ETF bought 561 new shares of XP (Xp Inc). The shares were bought for an average price of 20.0204 compared to the previous average buy price of 17.2681. This is 15.9% higher than average price of previous purchases of XP.
QCOM - Qualcomm Incorporated BUY 65 @ USD 170.701 USD 11,096 The ETF bought 65 new shares of QCOM (Qualcomm Incorporated). The shares were bought for an average price of 170.701 compared to the previous average buy price of 157.195. This is 8.6% higher than average price of previous purchases of QCOM.
ES - Eversource Energy BUY 136 @ USD 66.3106 USD 9,018 The ETF bought 136 new shares of ES (Eversource Energy). The shares were bought for an average price of 66.3106 compared to the previous average buy price of 66.6144. This is -0.5% lower than average price of previous purchases of ES.
UNP - Union Pacific Corporation BUY 38 @ USD 232.24 USD 8,825 The ETF bought 38 new shares of UNP (Union Pacific Corporation). The shares were bought for an average price of 232.24 compared to the previous average buy price of 226.32. This is 2.6% higher than average price of previous purchases of UNP.
ROP - Roper Technologies Inc BUY 15 @ USD 444.154 USD 6,662 The ETF bought 15 new shares of ROP (Roper Technologies Inc). The shares were bought for an average price of 444.154 compared to the previous average buy price of 444.406. This is -0.1% lower than average price of previous purchases of ROP.
CRWD - Crowdstrike Holdings Inc BUY 12 @ USD 516.556 USD 6,199 The ETF bought 12 new shares of CRWD (Crowdstrike Holdings Inc). The shares were bought for an average price of 516.556 compared to the previous average buy price of 512.333. This is 0.8% higher than average price of previous purchases of CRWD.
NYT - The New York Times Company BUY 88 @ USD 64.1096 USD 5,642 The ETF bought 88 new shares of NYT (The New York Times Company). The shares were bought for an average price of 64.1096 compared to the previous average buy price of 59.4135. This is 7.9% higher than average price of previous purchases of NYT.
TSLA - 1X TSLA BUY 13 @ USD 429.24 USD 5,580 The ETF bought 13 new shares of TSLA (1X TSLA). The shares were bought for an average price of 429.24 compared to the previous average buy price of 353.163. This is 21.5% higher than average price of previous purchases of TSLA.
AME - Ametek Inc BUY 26 @ USD 197.29 USD 5,130 The ETF bought 26 new shares of AME (Ametek Inc). The shares were bought for an average price of 197.29 compared to the previous average buy price of 181.062. This is 9.0% higher than average price of previous purchases of AME.
HRB - H&R Block Inc BUY 112 @ USD 41.9298 USD 4,696 The ETF bought 112 new shares of HRB (H&R Block Inc). The shares were bought for an average price of 41.9298 compared to the previous average buy price of 51.6284. This is -18.8% lower than average price of previous purchases of HRB.
GILD - Guild Esports Plc BUY 35 @ USD 123.91 USD 4,337 The ETF bought 35 new shares of GILD (Guild Esports Plc). The shares were bought for an average price of 123.91 compared to the previous average buy price of 113.286. This is 9.4% higher than average price of previous purchases of GILD.
PANW - Palo Alto Networks Inc BUY 22 @ USD 189.881 USD 4,177 The ETF bought 22 new shares of PANW (Palo Alto Networks Inc). The shares were bought for an average price of 189.881 compared to the previous average buy price of 211.765. This is -10.3% lower than average price of previous purchases of PANW.
VRTX - Vertex Pharmaceuticals Inc BUY 9 @ USD 433.152 USD 3,898 The ETF bought 9 new shares of VRTX (Vertex Pharmaceuticals Inc). The shares were bought for an average price of 433.152 compared to the previous average buy price of 427.619. This is 1.3% higher than average price of previous purchases of VRTX.
EXPD - Expeditors International of Washington, Inc. BUY 14 @ USD 146.481 USD 2,051 The ETF bought 14 new shares of EXPD (Expeditors International of Washington, Inc.). The shares were bought for an average price of 146.481 compared to the previous average buy price of 114.453. This is 28.0% higher than average price of previous purchases of EXPD.
AAPL - Apple Inc HOLD 0 @ USD 286.19 USD 0 The current share valuation price of AAPL based on adjusted close was USD 286.19. The average price that AAPL shares were previous bought at was USD 222.443. The current market price is 28.7% higher than average price they were purchased at. The value of the holding in AAPL has increased by USD 26,883 compared to the previous valuation of Apple Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
ABBV - AbbVie Inc HOLD 0 @ USD 224.37 USD 0 The current share valuation price of ABBV based on adjusted close was USD 224.37. The average price that ABBV shares were previous bought at was USD 189.007. The current market price is 18.7% higher than average price they were purchased at. The value of the holding in ABBV has fallen by USD 927 compared to the previous valuation of AbbVie Inc
ABNB - Airbnb Inc HOLD 0 @ USD 118.5 USD 0 The current share valuation price of ABNB based on adjusted close was USD 118.5. The average price that ABNB shares were previous bought at was USD 125.4. The current market price is -5.5% lower than average price they were purchased at. The value of the holding in ABNB has fallen by USD 114 compared to the previous valuation of Airbnb Inc
ACM - Aecom Technology Corporation HOLD 0 @ USD 101.978 USD 0 The current share valuation price of ACM based on adjusted close was USD 101.978. The average price that ACM shares were previous bought at was USD 114.237. The current market price is -10.7% lower than average price they were purchased at. The value of the holding in ACM has increased by USD 105 compared to the previous valuation of Aecom Technology Corporation however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
ACN - Accenture plc HOLD 0 @ USD 261.021 USD 0 The current share valuation price of ACN based on adjusted close was USD 261.021. The average price that ACN shares were previous bought at was USD 329.723. The current market price is -20.8% lower than average price they were purchased at. The value of the holding in ACN has increased by USD 1,544 compared to the previous valuation of Accenture plc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
ADC - Agree Realty Corporation HOLD 0 @ USD 74.1499 USD 0 The current share valuation price of ADC based on adjusted close was USD 74.1499. The average price that ADC shares were previous bought at was USD 74.6329. The current market price is -0.6% lower than average price they were purchased at. The value of the holding in ADC has fallen by USD 510 compared to the previous valuation of Agree Realty Corporation
ADC - AdCapital AG HOLD 0 @ USD 74.1499 USD 0 The current share valuation price of ADC based on adjusted close was USD 74.1499. The average price that ADC shares were previous bought at was USD 74.6329. The current market price is -0.6% lower than average price they were purchased at. The value of the holding in ADC has fallen by USD 510 compared to the previous valuation of AdCapital AG
AGNC - AGNC Investment Corp HOLD 0 @ USD 10.46 USD 0 The current share valuation price of AGNC based on adjusted close was USD 10.46. The average price that AGNC shares were previous bought at was USD 9.33333. The current market price is 12.1% higher than average price they were purchased at. USD 0 compared to the previous valuation of AGNC Investment Corp however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
ALL - Atlantic Lithium Ltd HOLD 0 @ USD 208.897 USD 0 The current share valuation price of ALL based on adjusted close was USD 208.897. The average price that ALL shares were previous bought at was USD 198.574. The current market price is 5.2% higher than average price they were purchased at. The value of the holding in ALL has fallen by USD 43 compared to the previous valuation of Atlantic Lithium Ltd
AMD - Advanced Micro Devices Inc HOLD 0 @ USD 215.24 USD 0 The current share valuation price of AMD based on adjusted close was USD 215.24. The average price that AMD shares were previous bought at was USD 121.414. The current market price is 77.3% higher than average price they were purchased at. The value of the holding in AMD has fallen by USD 4,027 compared to the previous valuation of Advanced Micro Devices Inc
AMGN - Amgen Inc HOLD 0 @ USD 338.361 USD 0 The current share valuation price of AMGN based on adjusted close was USD 338.361. The average price that AMGN shares were previous bought at was USD 282.279. The current market price is 19.9% higher than average price they were purchased at. The value of the holding in AMGN has increased by USD 266 compared to the previous valuation of Amgen Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
AMZN - Amazon.com Inc HOLD 0 @ USD 234.42 USD 0 The current share valuation price of AMZN based on adjusted close was USD 234.42. The average price that AMZN shares were previous bought at was USD 205.68. The current market price is 14.0% higher than average price they were purchased at. The value of the holding in AMZN has increased by USD 2,970 compared to the previous valuation of Amazon.com Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
AMZN - 1X AMZN HOLD 0 @ USD 234.42 USD 0 The current share valuation price of AMZN based on adjusted close was USD 234.42. The average price that AMZN shares were previous bought at was USD 205.68. The current market price is 14.0% higher than average price they were purchased at. The value of the holding in AMZN has increased by USD 2,970 compared to the previous valuation of 1X AMZN however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
ANET - Arista Networks HOLD 0 @ USD 127.22 USD 0 The current share valuation price of ANET based on adjusted close was USD 127.22. The average price that ANET shares were previous bought at was USD 144.538. The current market price is -12.0% lower than average price they were purchased at. The value of the holding in ANET has fallen by USD 534 compared to the previous valuation of Arista Networks
AON - Aon PLC HOLD 0 @ USD 345.698 USD 0 The current share valuation price of AON based on adjusted close was USD 345.698. The average price that AON shares were previous bought at was USD 363.875. The current market price is -5.0% lower than average price they were purchased at. The value of the holding in AON has fallen by USD 235 compared to the previous valuation of Aon PLC
AON - Aozora Bank Ltd HOLD 0 @ USD 345.698 USD 0 The current share valuation price of AON based on adjusted close was USD 345.698. The average price that AON shares were previous bought at was USD 363.875. The current market price is -5.0% lower than average price they were purchased at. The value of the holding in AON has fallen by USD 235 compared to the previous valuation of Aozora Bank Ltd
APP - Applovin Corp HOLD 0 @ USD 653 USD 0 The current share valuation price of APP based on adjusted close was USD 653. The average price that APP shares were previous bought at was USD 552.667. The current market price is 18.2% higher than average price they were purchased at. The value of the holding in APP has increased by USD 441 compared to the previous valuation of Applovin Corp however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
ATO - Atmos Energy Corporation HOLD 0 @ USD 170.08 USD 0 The current share valuation price of ATO based on adjusted close was USD 170.08. The average price that ATO shares were previous bought at was USD 178.554. The current market price is -4.7% lower than average price they were purchased at. The value of the holding in ATO has fallen by USD 1,063 compared to the previous valuation of Atmos Energy Corporation
AWK - American Water Works HOLD 0 @ USD 130.75 USD 0 The current share valuation price of AWK based on adjusted close was USD 130.75. The average price that AWK shares were previous bought at was USD 130.134. The current market price is 0.5% higher than average price they were purchased at. The value of the holding in AWK has fallen by USD 82 compared to the previous valuation of American Water Works
AXON - Axon Enterprise Inc. HOLD 0 @ USD 537.75 USD 0 The current share valuation price of AXON based on adjusted close was USD 537.75. The average price that AXON shares were previous bought at was USD 625.036. The current market price is -14.0% lower than average price they were purchased at. The value of the holding in AXON has increased by USD 91 compared to the previous valuation of Axon Enterprise Inc. however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
AZO - AutoZone Inc HOLD 0 @ USD 3826.76 USD 0 The current share valuation price of AZO based on adjusted close was USD 3826.76. The average price that AZO shares were previous bought at was USD 3899.59. The current market price is -1.9% lower than average price they were purchased at. The value of the holding in AZO has fallen by USD 3,968 compared to the previous valuation of AutoZone Inc
AZO - ASTRO-MED INC. DL-01 HOLD 0 @ USD 3826.76 USD 0 The current share valuation price of AZO based on adjusted close was USD 3826.76. The average price that AZO shares were previous bought at was USD 3899.59. The current market price is -1.9% lower than average price they were purchased at. The value of the holding in AZO has fallen by USD 3,968 compared to the previous valuation of ASTRO-MED INC. DL-01
BFAM - Bright Horizons Family Solutions Inc HOLD 0 @ USD 104.041 USD 0 The current share valuation price of BFAM based on adjusted close was USD 104.041. The average price that BFAM shares were previous bought at was USD 114.32. The current market price is -9.0% lower than average price they were purchased at. The value of the holding in BFAM has increased by USD 107 compared to the previous valuation of Bright Horizons Family Solutions Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
BKNG - Booking Holdings Inc HOLD 0 @ USD 5135.06 USD 0 The current share valuation price of BKNG based on adjusted close was USD 5135.06. The average price that BKNG shares were previous bought at was USD 4858.73. The current market price is 5.7% higher than average price they were purchased at. The value of the holding in BKNG has increased by USD 15,325 compared to the previous valuation of Booking Holdings Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
BPOP - Popular Inc HOLD 0 @ USD 114.22 USD 0
BWA - BorgWarner Inc HOLD 0 @ USD 43.2199 USD 0 The current share valuation price of BWA based on adjusted close was USD 43.2199. The average price that BWA shares were previous bought at was USD 33.183. The current market price is 30.2% higher than average price they were purchased at. The value of the holding in BWA has increased by USD 1,342 compared to the previous valuation of BorgWarner Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
CAH - Cardinal Health Inc HOLD 0 @ USD 205.13 USD 0 The current share valuation price of CAH based on adjusted close was USD 205.13. The average price that CAH shares were previous bought at was USD 134.21. The current market price is 52.8% higher than average price they were purchased at. The value of the holding in CAH has fallen by USD 2,741 compared to the previous valuation of Cardinal Health Inc
CALM - Cal-Maine Foods Inc HOLD 0 @ USD 81.5095 USD 0 The current share valuation price of CALM based on adjusted close was USD 81.5095. The average price that CALM shares were previous bought at was USD 95.5519. The current market price is -14.7% lower than average price they were purchased at. The value of the holding in CALM has fallen by USD 895 compared to the previous valuation of Cal-Maine Foods Inc
CAT - Caterpillar Inc. HOLD 0 @ USD 582.467 USD 0 The current share valuation price of CAT based on adjusted close was USD 582.467. The average price that CAT shares were previous bought at was USD 544.263. The current market price is 7.0% higher than average price they were purchased at. The value of the holding in CAT has increased by USD 2,406 compared to the previous valuation of Caterpillar Inc. however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
CBPOE - HOLD 0 @ USD 254.35 USD 0 The current share valuation price of CBPOE based on adjusted close was USD 254.35. The average price that CBPOE shares were previous bought at was USD 245.791. The current market price is 3.5% higher than average price they were purchased at. The value of the holding in CBPOE has fallen by USD 592 compared to the previous valuation of
CDNS - Cadence Design Systems Inc HOLD 0 @ USD 317.947 USD 0
CI - Cigna Corp HOLD 0 @ USD 274.098 USD 0 The current share valuation price of CI based on adjusted close was USD 274.098. The average price that CI shares were previous bought at was USD 307.328. The current market price is -10.8% lower than average price they were purchased at. The value of the holding in CI has increased by USD 102 compared to the previous valuation of Cigna Corp however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
CMG - Chipotle Mexican Grill Inc HOLD 0 @ USD 34.1412 USD 0 The current share valuation price of CMG based on adjusted close was USD 34.1412. The average price that CMG shares were previous bought at was USD 48.9836. The current market price is -30.3% lower than average price they were purchased at. The value of the holding in CMG has fallen by USD 34 compared to the previous valuation of Chipotle Mexican Grill Inc
CMG - KESSELRUN RESOURCES LTD HOLD 0 @ USD 34.1412 USD 0 The current share valuation price of CMG based on adjusted close was USD 34.1412. The average price that CMG shares were previous bought at was USD 48.9836. The current market price is -30.3% lower than average price they were purchased at. The value of the holding in CMG has fallen by USD 34 compared to the previous valuation of KESSELRUN RESOURCES LTD
CMS - CMS Energy Corporation HOLD 0 @ USD 72.6408 USD 0 The current share valuation price of CMS based on adjusted close was USD 72.6408. The average price that CMS shares were previous bought at was USD 67.4967. The current market price is 7.6% higher than average price they were purchased at. The value of the holding in CMS has fallen by USD 160 compared to the previous valuation of CMS Energy Corporation
CMS - Commercial Metals Company HOLD 0 @ USD 72.6408 USD 0 The current share valuation price of CMS based on adjusted close was USD 72.6408. The average price that CMS shares were previous bought at was USD 67.4967. The current market price is 7.6% higher than average price they were purchased at. The value of the holding in CMS has fallen by USD 160 compared to the previous valuation of Commercial Metals Company
COR - Cencora Inc. HOLD 0 @ USD 350.671 USD 0 The current share valuation price of COR based on adjusted close was USD 350.671. The average price that COR shares were previous bought at was USD 290.24. The current market price is 20.8% higher than average price they were purchased at. The value of the holding in COR has fallen by USD 4,649 compared to the previous valuation of Cencora Inc.
COST - Costain Group PLC HOLD 0 @ USD 922.031 USD 0 The current share valuation price of COST based on adjusted close was USD 922.031. The average price that COST shares were previous bought at was USD 960.671. The current market price is -4.0% lower than average price they were purchased at. The value of the holding in COST has increased by USD 5,599 compared to the previous valuation of Costain Group PLC however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
CPNG - Coupang LLC HOLD 0 @ USD 26.7102 USD 0 The current share valuation price of CPNG based on adjusted close was USD 26.7102. The average price that CPNG shares were previous bought at was USD 30.72. The current market price is -13.1% lower than average price they were purchased at. The value of the holding in CPNG has increased by USD 11 compared to the previous valuation of Coupang LLC however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
CSCO - Cisco Systems Inc HOLD 0 @ USD 76.8701 USD 0 The current share valuation price of CSCO based on adjusted close was USD 76.8701. The average price that CSCO shares were previous bought at was USD 64.3261. The current market price is 19.5% higher than average price they were purchased at. The value of the holding in CSCO has increased by USD 2,493 compared to the previous valuation of Cisco Systems Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
CSX - CSX Corporation HOLD 0 @ USD 34.973 USD 0
CTVA - Corteva Inc HOLD 0 @ USD 65.6 USD 0 The current share valuation price of CTVA based on adjusted close was USD 65.6. The average price that CTVA shares were previous bought at was USD 63.2051. The current market price is 3.8% higher than average price they were purchased at. The value of the holding in CTVA has fallen by USD 667 compared to the previous valuation of Corteva Inc
CW - Curtiss-Wright Corporation HOLD 0 @ USD 547.357 USD 0
DDS - Dillards Inc HOLD 0 @ USD 679.361 USD 0 The current share valuation price of DDS based on adjusted close was USD 679.361. The average price that DDS shares were previous bought at was USD 633.376. The current market price is 7.3% higher than average price they were purchased at. The value of the holding in DDS has fallen by USD 803 compared to the previous valuation of Dillards Inc
DGX - Quest Diagnostics Incorporated HOLD 0 @ USD 182.549 USD 0 The current share valuation price of DGX based on adjusted close was USD 182.549. The average price that DGX shares were previous bought at was USD 192.349. The current market price is -5.1% lower than average price they were purchased at. The value of the holding in DGX has fallen by USD 311 compared to the previous valuation of Quest Diagnostics Incorporated
DT - Dynatrace Holdings LLC HOLD 0 @ USD 44.9012 USD 0 The current share valuation price of DT based on adjusted close was USD 44.9012. The average price that DT shares were previous bought at was USD 52.2002. The current market price is -14.0% lower than average price they were purchased at. The value of the holding in DT has increased by USD 91 compared to the previous valuation of Dynatrace Holdings LLC however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
DTM - DT Midstream Inc HOLD 0 @ USD 118.99 USD 0 The current share valuation price of DTM based on adjusted close was USD 118.99. The average price that DTM shares were previous bought at was USD 117.31. The current market price is 1.4% higher than average price they were purchased at. The value of the holding in DTM has fallen by USD 1,273 compared to the previous valuation of DT Midstream Inc
DTM - VE Conservative HOLD 0 @ USD 118.99 USD 0 The current share valuation price of DTM based on adjusted close was USD 118.99. The average price that DTM shares were previous bought at was USD 117.31. The current market price is 1.4% higher than average price they were purchased at. The value of the holding in DTM has fallen by USD 1,273 compared to the previous valuation of VE Conservative
DV - DoubleVerify Holdings Inc HOLD 0 @ USD 10.7505 USD 0 The current share valuation price of DV based on adjusted close was USD 10.7505. The average price that DV shares were previous bought at was USD 13.971. The current market price is -23.1% lower than average price they were purchased at. The value of the holding in DV has increased by USD 91 compared to the previous valuation of DoubleVerify Holdings Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
EOG - Europa Oil & Gas Holdings HOLD 0 @ USD 109.06 USD 0 The current share valuation price of EOG based on adjusted close was USD 109.06. The average price that EOG shares were previous bought at was USD 115.144. The current market price is -5.3% lower than average price they were purchased at. The value of the holding in EOG has fallen by USD 1,138 compared to the previous valuation of Europa Oil & Gas Holdings
ESTC - Elastic NV HOLD 0 @ USD 72.2609 USD 0 The current share valuation price of ESTC based on adjusted close was USD 72.2609. The average price that ESTC shares were previous bought at was USD 85.6816. The current market price is -15.7% lower than average price they were purchased at. The value of the holding in ESTC has increased by USD 108 compared to the previous valuation of Elastic NV however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
ETN - Eaton Corporation PLC HOLD 0 @ USD 333.125 USD 0 The current share valuation price of ETN based on adjusted close was USD 333.125. The average price that ETN shares were previous bought at was USD 297.567. The current market price is 11.9% higher than average price they were purchased at. The value of the holding in ETN has fallen by USD 211 compared to the previous valuation of Eaton Corporation PLC
EXEL - Exelixis Inc HOLD 0 @ USD 43.4408 USD 0 The current share valuation price of EXEL based on adjusted close was USD 43.4408. The average price that EXEL shares were previous bought at was USD 36.7157. The current market price is 18.3% higher than average price they were purchased at. The value of the holding in EXEL has increased by USD 2 compared to the previous valuation of Exelixis Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
FAST - Fastenal Company HOLD 0 @ USD 40.4703 USD 0 The current share valuation price of FAST based on adjusted close was USD 40.4703. The average price that FAST shares were previous bought at was USD 42.2486. The current market price is -4.2% lower than average price they were purchased at. The value of the holding in FAST has increased by USD 70 compared to the previous valuation of Fastenal Company however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
FAST - Fastned B.V. HOLD 0 @ USD 40.4703 USD 0 The current share valuation price of FAST based on adjusted close was USD 40.4703. The average price that FAST shares were previous bought at was USD 42.2486. The current market price is -4.2% lower than average price they were purchased at. The value of the holding in FAST has increased by USD 70 compared to the previous valuation of Fastned B.V. however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
FERG - Ferguson Plc HOLD 0 @ USD 252.292 USD 0 The current share valuation price of FERG based on adjusted close was USD 252.292. The average price that FERG shares were previous bought at was USD 232.65. The current market price is 8.4% higher than average price they were purchased at. The value of the holding in FERG has increased by USD 67 compared to the previous valuation of Ferguson Plc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
FHN - First Horizon National Corporation HOLD 0 @ USD 22.3098 USD 0 The current share valuation price of FHN based on adjusted close was USD 22.3098. The average price that FHN shares were previous bought at was USD 21.5812. The current market price is 3.4% higher than average price they were purchased at. The value of the holding in FHN has fallen by USD 230 compared to the previous valuation of First Horizon National Corporation
FIX - Comfort Systems USA Inc HOLD 0 @ USD 935.779 USD 0 The current share valuation price of FIX based on adjusted close was USD 935.779. The average price that FIX shares were previous bought at was USD 681.18. The current market price is 37.4% higher than average price they were purchased at. The value of the holding in FIX has fallen by USD 2,186 compared to the previous valuation of Comfort Systems USA Inc
FOX - Fox Corp Class B HOLD 0 @ USD 59.2159 USD 0 The current share valuation price of FOX based on adjusted close was USD 59.2159. The average price that FOX shares were previous bought at was USD 47.0277. The current market price is 25.9% higher than average price they were purchased at. The value of the holding in FOX has fallen by USD 11 compared to the previous valuation of Fox Corp Class B
FOXA - Fox Corp Class A HOLD 0 @ USD 66.25 USD 0 The current share valuation price of FOXA based on adjusted close was USD 66.25. The average price that FOXA shares were previous bought at was USD 53.8328. The current market price is 23.1% higher than average price they were purchased at. The value of the holding in FOXA has fallen by USD 118 compared to the previous valuation of Fox Corp Class A
FYBR - Frontier Communications Parent Inc HOLD 0 @ USD 38.0398 USD 0
GEV - GE Vernova LLC HOLD 0 @ USD 601.578 USD 0 The current share valuation price of GEV based on adjusted close was USD 601.578. The average price that GEV shares were previous bought at was USD 474.177. The current market price is 26.9% higher than average price they were purchased at. The value of the holding in GEV has increased by USD 5,849 compared to the previous valuation of GE Vernova LLC however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
GIS - General Mills Inc HOLD 0 @ USD 45.9299 USD 0 The current share valuation price of GIS based on adjusted close was USD 45.9299. The average price that GIS shares were previous bought at was USD 51.849. The current market price is -11.4% lower than average price they were purchased at. The value of the holding in GIS has fallen by USD 1,805 compared to the previous valuation of General Mills Inc
GLPI - Gaming & Leisure Properties HOLD 0 @ USD 43.26 USD 0 The current share valuation price of GLPI based on adjusted close was USD 43.26. The average price that GLPI shares were previous bought at was USD 43.9601. The current market price is -1.6% lower than average price they were purchased at. The value of the holding in GLPI has fallen by USD 1,840 compared to the previous valuation of Gaming & Leisure Properties
GNTX - Gentex Corporation HOLD 0 @ USD 22.8198 USD 0 The current share valuation price of GNTX based on adjusted close was USD 22.8198. The average price that GNTX shares were previous bought at was USD 23.2317. The current market price is -1.8% lower than average price they were purchased at. The value of the holding in GNTX has fallen by USD 154 compared to the previous valuation of Gentex Corporation
HCA - HCA Holdings Inc HOLD 0 @ USD 500.308 USD 0 The current share valuation price of HCA based on adjusted close was USD 500.308. The average price that HCA shares were previous bought at was USD 335.135. The current market price is 49.3% higher than average price they were purchased at. The value of the holding in HCA has fallen by USD 315 compared to the previous valuation of HCA Holdings Inc
HIG - Hartford Financial Services Group HOLD 0 @ USD 135.103 USD 0 The current share valuation price of HIG based on adjusted close was USD 135.103. The average price that HIG shares were previous bought at was USD 121.501. The current market price is 11.2% higher than average price they were purchased at. The value of the holding in HIG has fallen by USD 74 compared to the previous valuation of Hartford Financial Services Group
HLT - Hilton Worldwide Holdings Inc HOLD 0 @ USD 281.175 USD 0 The current share valuation price of HLT based on adjusted close was USD 281.175. The average price that HLT shares were previous bought at was USD 266.049. The current market price is 5.7% higher than average price they were purchased at. The value of the holding in HLT has fallen by USD 149 compared to the previous valuation of Hilton Worldwide Holdings Inc
HLT - LYXETFHLTIMETFP HOLD 0 @ USD 281.175 USD 0 The current share valuation price of HLT based on adjusted close was USD 281.175. The average price that HLT shares were previous bought at was USD 266.049. The current market price is 5.7% higher than average price they were purchased at. The value of the holding in HLT has fallen by USD 149 compared to the previous valuation of LYXETFHLTIMETFP
HOLX - Hologic Inc HOLD 0 @ USD 74.8182 USD 0
HUBB - Hubbell Inc HOLD 0 @ USD 427.478 USD 0 The current share valuation price of HUBB based on adjusted close was USD 427.478. The average price that HUBB shares were previous bought at was USD 423.37. The current market price is 1.0% higher than average price they were purchased at. The value of the holding in HUBB has fallen by USD 43 compared to the previous valuation of Hubbell Inc
ICE - Intercontinental Exchange Inc HOLD 0 @ USD 155.36 USD 0 The current share valuation price of ICE based on adjusted close was USD 155.36. The average price that ICE shares were previous bought at was USD 162.273. The current market price is -4.3% lower than average price they were purchased at. The value of the holding in ICE has fallen by USD 2,162 compared to the previous valuation of Intercontinental Exchange Inc
INSM - Insmed Inc HOLD 0 @ USD 206.595 USD 0 The current share valuation price of INSM based on adjusted close was USD 206.595. The average price that INSM shares were previous bought at was USD 194.01. The current market price is 6.5% higher than average price they were purchased at. The value of the holding in INSM has fallen by USD 404 compared to the previous valuation of Insmed Inc
INTC - Intel Corporation HOLD 0 @ USD 43.4697 USD 0 The current share valuation price of INTC based on adjusted close was USD 43.4697. The average price that INTC shares were previous bought at was USD 41.2051. The current market price is 5.5% higher than average price they were purchased at. The value of the holding in INTC has increased by USD 5,318 compared to the previous valuation of Intel Corporation however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
IONS - Ionis Pharmaceuticals Inc HOLD 0 @ USD 81.3131 USD 0 The current share valuation price of IONS based on adjusted close was USD 81.3131. The average price that IONS shares were previous bought at was USD 36.4534. The current market price is 123.1% higher than average price they were purchased at. The value of the holding in IONS has fallen by USD 67 compared to the previous valuation of Ionis Pharmaceuticals Inc
ISRG - Intuitive Surgical Inc HOLD 0 @ USD 567.721 USD 0 The current share valuation price of ISRG based on adjusted close was USD 567.721. The average price that ISRG shares were previous bought at was USD 541.137. The current market price is 4.9% higher than average price they were purchased at. The value of the holding in ISRG has increased by USD 49 compared to the previous valuation of Intuitive Surgical Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
JNJ - Johnson & Johnson HOLD 0 @ USD 205.42 USD 0 The current share valuation price of JNJ based on adjusted close was USD 205.42. The average price that JNJ shares were previous bought at was USD 160.499. The current market price is 28.0% higher than average price they were purchased at. The value of the holding in JNJ has increased by USD 238 compared to the previous valuation of Johnson & Johnson however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
K - Kellanova HOLD 0 @ USD 83.1287 USD 0 The current share valuation price of K based on adjusted close was USD 83.1287. The average price that K shares were previous bought at was USD 82.7305. The current market price is 0.5% higher than average price they were purchased at. The value of the holding in K has increased by USD 10 compared to the previous valuation of Kellanova however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
KMI - Kinder Morgan Inc HOLD 0 @ USD 26.8501 USD 0 The current share valuation price of KMI based on adjusted close was USD 26.8501. The average price that KMI shares were previous bought at was USD 27.9567. The current market price is -4.0% lower than average price they were purchased at. The value of the holding in KMI has fallen by USD 963 compared to the previous valuation of Kinder Morgan Inc
KO - The Coca-Cola Company HOLD 0 @ USD 70.67 USD 0 The current share valuation price of KO based on adjusted close was USD 70.67. The average price that KO shares were previous bought at was USD 70.9931. The current market price is -0.5% lower than average price they were purchased at. The value of the holding in KO has fallen by USD 4,030 compared to the previous valuation of The Coca-Cola Company
LIN - Linde plc HOLD 0 @ USD 408.8 USD 0
LOPE - Grand Canyon Education Inc HOLD 0 @ USD 156.65 USD 0 The current share valuation price of LOPE based on adjusted close was USD 156.65. The average price that LOPE shares were previous bought at was USD 209.287. The current market price is -25.2% lower than average price they were purchased at. The value of the holding in LOPE has fallen by USD 286 compared to the previous valuation of Grand Canyon Education Inc
LRCX - Lam Research Corp HOLD 0 @ USD 158.19 USD 0 The current share valuation price of LRCX based on adjusted close was USD 158.19. The average price that LRCX shares were previous bought at was USD 89.7075. The current market price is 76.3% higher than average price they were purchased at. The value of the holding in LRCX has increased by USD 7,457 compared to the previous valuation of Lam Research Corp however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
MA - Mastercard Inc HOLD 0 @ USD 545.911 USD 0 The current share valuation price of MA based on adjusted close was USD 545.911. The average price that MA shares were previous bought at was USD 534.689. The current market price is 2.1% higher than average price they were purchased at. The value of the holding in MA has increased by USD 631 compared to the previous valuation of Mastercard Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
MELI - MercadoLibre Inc. HOLD 0 @ USD 2115.92 USD 0 The current share valuation price of MELI based on adjusted close was USD 2115.92. The average price that MELI shares were previous bought at was USD 2175. The current market price is -2.7% lower than average price they were purchased at. The value of the holding in MELI has increased by USD 616 compared to the previous valuation of MercadoLibre Inc. however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
MLM - Martin Marietta Materials Inc HOLD 0 @ USD 608 USD 0
MMM - 3M Company HOLD 0 @ USD 171.558 USD 0 The current share valuation price of MMM based on adjusted close was USD 171.558. The average price that MMM shares were previous bought at was USD 152.177. The current market price is 12.7% higher than average price they were purchased at. The value of the holding in MMM has increased by USD 139 compared to the previous valuation of 3M Company however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
MSI - MS INTERNATIONAL plc HOLD 0 @ USD 377.56 USD 0 The current share valuation price of MSI based on adjusted close was USD 377.56. The average price that MSI shares were previous bought at was USD 433.884. The current market price is -13.0% lower than average price they were purchased at. The value of the holding in MSI has increased by USD 2,021 compared to the previous valuation of MS INTERNATIONAL plc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
MSI - Mitsui Chemicals Inc HOLD 0 @ USD 377.56 USD 0 The current share valuation price of MSI based on adjusted close was USD 377.56. The average price that MSI shares were previous bought at was USD 433.884. The current market price is -13.0% lower than average price they were purchased at. The value of the holding in MSI has increased by USD 2,021 compared to the previous valuation of Mitsui Chemicals Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
MTZ - MasTec Inc HOLD 0 @ USD 212.979 USD 0 The current share valuation price of MTZ based on adjusted close was USD 212.979. The average price that MTZ shares were previous bought at was USD 154.44. The current market price is 37.9% higher than average price they were purchased at. The value of the holding in MTZ has increased by USD 273 compared to the previous valuation of MasTec Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
MTZ - M&T Bank Corp HOLD 0 @ USD 212.979 USD 0 The current share valuation price of MTZ based on adjusted close was USD 212.979. The average price that MTZ shares were previous bought at was USD 154.44. The current market price is 37.9% higher than average price they were purchased at. The value of the holding in MTZ has increased by USD 273 compared to the previous valuation of M&T Bank Corp however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
MU - Micron Technology Inc HOLD 0 @ USD 239.49 USD 0 The current share valuation price of MU based on adjusted close was USD 239.49. The average price that MU shares were previous bought at was USD 184.946. The current market price is 29.5% higher than average price they were purchased at. The value of the holding in MU has fallen by USD 580 compared to the previous valuation of Micron Technology Inc
NTRA - Natera Inc HOLD 0 @ USD 236.638 USD 0 The current share valuation price of NTRA based on adjusted close was USD 236.638. The average price that NTRA shares were previous bought at was USD 160.224. The current market price is 47.7% higher than average price they were purchased at. The value of the holding in NTRA has increased by USD 468 compared to the previous valuation of Natera Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
NU - Nu Holdings Ltd HOLD 0 @ USD 17.6101 USD 0
NVDA - NVIDIA Corporation HOLD 0 @ USD 181.46 USD 0 The current share valuation price of NVDA based on adjusted close was USD 181.46. The average price that NVDA shares were previous bought at was USD 132.241. The current market price is 37.2% higher than average price they were purchased at. The value of the holding in NVDA has increased by USD 22,447 compared to the previous valuation of NVIDIA Corporation however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
OMC - Omnicom Group Inc HOLD 0 @ USD 72.475 USD 0 The current share valuation price of OMC based on adjusted close was USD 72.475. The average price that OMC shares were previous bought at was USD 76.0398. The current market price is -4.7% lower than average price they were purchased at. The value of the holding in OMC has increased by USD 37 compared to the previous valuation of Omnicom Group Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
ORCL - Oracle Corporation HOLD 0 @ USD 201.099 USD 0 The current share valuation price of ORCL based on adjusted close was USD 201.099. The average price that ORCL shares were previous bought at was USD 263.81. The current market price is -23.8% lower than average price they were purchased at. The value of the holding in ORCL has increased by USD 111 compared to the previous valuation of Oracle Corporation however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
ORLY - O’Reilly Automotive Inc HOLD 0 @ USD 99.8398 USD 0 The current share valuation price of ORLY based on adjusted close was USD 99.8398. The average price that ORLY shares were previous bought at was USD 125.643. The current market price is -20.5% lower than average price they were purchased at. The value of the holding in ORLY has fallen by USD 2,334 compared to the previous valuation of O’Reilly Automotive Inc
PG - Procter & Gamble Company HOLD 0 @ USD 145.86 USD 0 The current share valuation price of PG based on adjusted close was USD 145.86. The average price that PG shares were previous bought at was USD 163.599. The current market price is -10.8% lower than average price they were purchased at. The value of the holding in PG has fallen by USD 1,243 compared to the previous valuation of Procter & Gamble Company
PLTR - Palantir Technologies Inc HOLD 0 @ USD 170.69 USD 0 The current share valuation price of PLTR based on adjusted close was USD 170.69. The average price that PLTR shares were previous bought at was USD 128.868. The current market price is 32.5% higher than average price they were purchased at. The value of the holding in PLTR has increased by USD 4,503 compared to the previous valuation of Palantir Technologies Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
PODD - Insulet Corporation HOLD 0 @ USD 309 USD 0
RBLX - Roblox Corp HOLD 0 @ USD 93.7017 USD 0 The current share valuation price of RBLX based on adjusted close was USD 93.7017. The average price that RBLX shares were previous bought at was USD 131.966. The current market price is -29.0% lower than average price they were purchased at. The value of the holding in RBLX has fallen by USD 21 compared to the previous valuation of Roblox Corp
REG - Regency Centers Corporation HOLD 0 @ USD 70.0309 USD 0
REG - REMEGEN CO. LTD YC 1 HOLD 0 @ USD 70.0309 USD 0
REGN - Regeneron Pharmaceuticals Inc HOLD 0 @ USD 742 USD 0 The current share valuation price of REGN based on adjusted close was USD 742. The average price that REGN shares were previous bought at was USD 614.556. The current market price is 20.7% higher than average price they were purchased at. The value of the holding in REGN has fallen by USD 584 compared to the previous valuation of Regeneron Pharmaceuticals Inc
ROIV - Roivant Sciences Ltd HOLD 0 @ USD 20.1002 USD 0 The current share valuation price of ROIV based on adjusted close was USD 20.1002. The average price that ROIV shares were previous bought at was USD 20.8535. The current market price is -3.6% lower than average price they were purchased at. The value of the holding in ROIV has fallen by USD 98 compared to the previous valuation of Roivant Sciences Ltd
ROK - Rockwell Automation Inc HOLD 0 @ USD 391.199 USD 0 The current share valuation price of ROK based on adjusted close was USD 391.199. The average price that ROK shares were previous bought at was USD 351.151. The current market price is 11.4% higher than average price they were purchased at. The value of the holding in ROK has increased by USD 237 compared to the previous valuation of Rockwell Automation Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
SCHW - Charles Schwab Corp HOLD 0 @ USD 92.0699 USD 0 The current share valuation price of SCHW based on adjusted close was USD 92.0699. The average price that SCHW shares were previous bought at was USD 87.5646. The current market price is 5.1% higher than average price they were purchased at. The value of the holding in SCHW has fallen by USD 2,083 compared to the previous valuation of Charles Schwab Corp
SCI - Service Corporation International HOLD 0 @ USD 77.9007 USD 0
SNPS - Synopsys Inc HOLD 0 @ USD 449.353 USD 0
SPOT - Spotify Technology SA HOLD 0 @ USD 576.8 USD 0
SYK - Stryker Corporation HOLD 0 @ USD 366.679 USD 0 The current share valuation price of SYK based on adjusted close was USD 366.679. The average price that SYK shares were previous bought at was USD 373.838. The current market price is -1.9% lower than average price they were purchased at. The value of the holding in SYK has fallen by USD 931 compared to the previous valuation of Stryker Corporation
T - AT&T Inc HOLD 0 @ USD 25.52 USD 0 The current share valuation price of T based on adjusted close was USD 25.52. The average price that T shares were previous bought at was USD 26.6426. The current market price is -4.2% lower than average price they were purchased at. The value of the holding in T has fallen by USD 3,446 compared to the previous valuation of AT&T Inc
TEL - TE Connectivity Ltd HOLD 0 @ USD 229.55 USD 0 The current share valuation price of TEL based on adjusted close was USD 229.55. The average price that TEL shares were previous bought at was USD 187.564. The current market price is 22.4% higher than average price they were purchased at. The value of the holding in TEL has increased by USD 1,976 compared to the previous valuation of TE Connectivity Ltd however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
TGTX - TG Therapeutics Inc HOLD 0 @ USD 30.6273 USD 0 The current share valuation price of TGTX based on adjusted close was USD 30.6273. The average price that TGTX shares were previous bought at was USD 30.6871. The current market price is -0.2% lower than average price they were purchased at. The value of the holding in TGTX has fallen by USD 168 compared to the previous valuation of TG Therapeutics Inc
TMUS - T-Mobile US Inc HOLD 0 @ USD 210.13 USD 0 The current share valuation price of TMUS based on adjusted close was USD 210.13. The average price that TMUS shares were previous bought at was USD 241.109. The current market price is -12.8% lower than average price they were purchased at. The value of the holding in TMUS has increased by USD 5,393 compared to the previous valuation of T-Mobile US Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
TTWO - Take-Two Interactive Software Inc HOLD 0 @ USD 246.829 USD 0 The current share valuation price of TTWO based on adjusted close was USD 246.829. The average price that TTWO shares were previous bought at was USD 234.882. The current market price is 5.1% higher than average price they were purchased at. The value of the holding in TTWO has fallen by USD 957 compared to the previous valuation of Take-Two Interactive Software Inc
TW - Taylor Wimpey PLC HOLD 0 @ USD 106.255 USD 0 The current share valuation price of TW based on adjusted close was USD 106.255. The average price that TW shares were previous bought at was USD 106.13. The current market price is 0.1% higher than average price they were purchased at. The value of the holding in TW has fallen by USD 27 compared to the previous valuation of Taylor Wimpey PLC
UBER - Uber Technologies Inc HOLD 0 @ USD 87.5707 USD 0 The current share valuation price of UBER based on adjusted close was USD 87.5707. The average price that UBER shares were previous bought at was USD 85.793. The current market price is 2.1% higher than average price they were purchased at. The value of the holding in UBER has increased by USD 750 compared to the previous valuation of Uber Technologies Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
UNH - UnitedHealth Group Incorporated HOLD 0 @ USD 324.541 USD 0 The current share valuation price of UNH based on adjusted close was USD 324.541. The average price that UNH shares were previous bought at was USD 323.252. The current market price is 0.4% higher than average price they were purchased at. The value of the holding in UNH has increased by USD 985 compared to the previous valuation of UnitedHealth Group Incorporated however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
UTHR - United Therapeutics Corporation HOLD 0 @ USD 474.142 USD 0 The current share valuation price of UTHR based on adjusted close was USD 474.142. The average price that UTHR shares were previous bought at was USD 331.519. The current market price is 43.0% higher than average price they were purchased at. The value of the holding in UTHR has fallen by USD 1,313 compared to the previous valuation of United Therapeutics Corporation
V - Visa Inc. Class A HOLD 0 @ USD 329.62 USD 0 The current share valuation price of V based on adjusted close was USD 329.62. The average price that V shares were previous bought at was USD 338.1. The current market price is -2.5% lower than average price they were purchased at. The value of the holding in V has fallen by USD 863 compared to the previous valuation of Visa Inc. Class A
VEEV - Veeva Systems Inc Class A HOLD 0 @ USD 240.137 USD 0 The current share valuation price of VEEV based on adjusted close was USD 240.137. The average price that VEEV shares were previous bought at was USD 277.01. The current market price is -13.3% lower than average price they were purchased at. The value of the holding in VEEV has fallen by USD 28 compared to the previous valuation of Veeva Systems Inc Class A
VICI - VICI Properties Inc HOLD 0 @ USD 28.4499 USD 0 The current share valuation price of VICI based on adjusted close was USD 28.4499. The average price that VICI shares were previous bought at was USD 28.7501. The current market price is -1.0% lower than average price they were purchased at. The value of the holding in VICI has fallen by USD 566 compared to the previous valuation of VICI Properties Inc
VLO - Valero Energy Corporation HOLD 0 @ USD 178.532 USD 0 The current share valuation price of VLO based on adjusted close was USD 178.532. The average price that VLO shares were previous bought at was USD 136.394. The current market price is 30.9% higher than average price they were purchased at. The value of the holding in VLO has fallen by USD 94 compared to the previous valuation of Valero Energy Corporation
VMC - Vulcan Materials Company HOLD 0 @ USD 289.838 USD 0 The current share valuation price of VMC based on adjusted close was USD 289.838. The average price that VMC shares were previous bought at was USD 292.869. The current market price is -1.0% lower than average price they were purchased at. The value of the holding in VMC has fallen by USD 149 compared to the previous valuation of Vulcan Materials Company
VRSN - VeriSign Inc HOLD 0 @ USD 253.671 USD 0 The current share valuation price of VRSN based on adjusted close was USD 253.671. The average price that VRSN shares were previous bought at was USD 278.618. The current market price is -9.0% lower than average price they were purchased at. The value of the holding in VRSN has increased by USD 2,075 compared to the previous valuation of VeriSign Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
VRT - Vertiv Holdings Co HOLD 0 @ USD 180.914 USD 0 The current share valuation price of VRT based on adjusted close was USD 180.914. The average price that VRT shares were previous bought at was USD 164.864. The current market price is 9.7% higher than average price they were purchased at. The value of the holding in VRT has increased by USD 98 compared to the previous valuation of Vertiv Holdings Co however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
WAB - Westinghouse Air Brake Technologies Corp HOLD 0 @ USD 208.372 USD 0 The current share valuation price of WAB based on adjusted close was USD 208.372. The average price that WAB shares were previous bought at was USD 185.72. The current market price is 12.2% higher than average price they were purchased at. The value of the holding in WAB has fallen by USD 12 compared to the previous valuation of Westinghouse Air Brake Technologies Corp
WDC - Western Digital Corporation HOLD 0 @ USD 159.992 USD 0 The current share valuation price of WDC based on adjusted close was USD 159.992. The average price that WDC shares were previous bought at was USD 152.55. The current market price is 4.9% higher than average price they were purchased at. The value of the holding in WDC has fallen by USD 855 compared to the previous valuation of Western Digital Corporation
WMB - The Williams Companies Inc HOLD 0 @ USD 60.2099 USD 0 The current share valuation price of WMB based on adjusted close was USD 60.2099. The average price that WMB shares were previous bought at was USD 59.5284. The current market price is 1.1% higher than average price they were purchased at. The value of the holding in WMB has fallen by USD 2,597 compared to the previous valuation of The Williams Companies Inc
WMT - Walmart Inc HOLD 0 @ USD 112.41 USD 0 The current share valuation price of WMT based on adjusted close was USD 112.41. The average price that WMT shares were previous bought at was USD 95.7807. The current market price is 17.4% higher than average price they were purchased at. The value of the holding in WMT has increased by USD 4,434 compared to the previous valuation of Walmart Inc however if the holding was sold on 2025-12-02 this would crystalise an overall loss.
WRB - W. R. Berkley Corp HOLD 0 @ USD 72.8002 USD 0 The current share valuation price of WRB based on adjusted close was USD 72.8002. The average price that WRB shares were previous bought at was USD 60.37. The current market price is 20.6% higher than average price they were purchased at. The value of the holding in WRB has fallen by USD 184 compared to the previous valuation of W. R. Berkley Corp
XOM - Exxon Mobil Corp HOLD 0 @ USD 115.38 USD 0 The current share valuation price of XOM based on adjusted close was USD 115.38. The average price that XOM shares were previous bought at was USD 108.707. The current market price is 6.1% higher than average price they were purchased at. The value of the holding in XOM has fallen by USD 2,883 compared to the previous valuation of Exxon Mobil Corp
NEE - Nextera Energy Inc SELL -63 @ USD 84.5801 USD -5,329 The ETF sold 63 shares of NEE on 2025-12-02. The shares were previously bought for an average price of USD 72.2675. The Nextera Energy Inc shares were sold for 17.0% higher than average price of previous purchases. This sale made a profit of USD 776 The average price that the ETF previously sold NEE share for is USD 75.0222 so the ETF has sold 63 shares on 2025-12-02 at a higher price than the previous selling average.
NEE - Nine Entertainment Co. Holdings Ltd SELL -63 @ USD 84.5801 USD -5,329 The ETF sold 63 shares of NEE on 2025-12-02. The shares were previously bought for an average price of USD 72.2675. The Nine Entertainment Co. Holdings Ltd shares were sold for 17.0% higher than average price of previous purchases. This sale made a profit of USD 776 The average price that the ETF previously sold NEE share for is USD 75.0222 so the ETF has sold 63 shares on 2025-12-02 at a higher price than the previous selling average.
CVX - Chevron Corp SELL -36 @ USD 150.25 USD -5,409 The ETF sold 36 shares of CVX on 2025-12-02. The shares were previously bought for an average price of USD 148.122. The Chevron Corp shares were sold for 1.4% higher than average price of previous purchases. This sale made a profit of USD 77 The average price that the ETF previously sold CVX share for is USD 148.776 so the ETF has sold 36 shares on 2025-12-02 at a higher price than the previous selling average.
DPZ - Domino’s Pizza Inc SELL -18 @ USD 424.641 USD -7,644 The ETF sold 18 shares of DPZ on 2025-12-02. The shares were previously bought for an average price of USD 454.145. The Domino’s Pizza Inc shares were sold for -6.5% lower than average price of previous purchases. This resulted in an overall loss of USD 531 The average price that the ETF previously sold DPZ share for is USD 432.039 which is higher than the selling price of USD 424.641 on 2025-12-02.
STX - Shield Therapeutics plc SELL -30 @ USD 266.867 USD -8,006 The ETF sold 30 shares of STX on 2025-12-02. The shares were previously bought for an average price of USD 250.846. The Shield Therapeutics plc shares were sold for 6.4% higher than average price of previous purchases. This sale made a profit of USD 481 The average price that the ETF previously sold STX share for is USD 259.133 so the ETF has sold 30 shares on 2025-12-02 at a higher price than the previous selling average.
AVGO - Broadcom Inc SELL -26 @ USD 381.57 USD -9,921 The ETF sold 26 shares of AVGO on 2025-12-02. The shares were previously bought for an average price of USD 220.117. The Broadcom Inc shares were sold for 73.3% higher than average price of previous purchases. This sale made a profit of USD 4,198 The average price that the ETF previously sold AVGO share for is USD 203.785 so the ETF has sold 26 shares on 2025-12-02 at a higher price than the previous selling average.
TXRH - Texas Roadhouse Inc SELL -75 @ USD 169.926 USD -12,744 The ETF sold 75 shares of TXRH on 2025-12-02. The shares were previously bought for an average price of USD 169.447. The Texas Roadhouse Inc shares were sold for 0.3% higher than average price of previous purchases. This sale made a profit of USD 36 The average price that the ETF previously sold TXRH share for is USD 185.337 which is higher than the selling price of USD 169.926 on 2025-12-02.
DHI - DR Horton Inc SELL -87 @ USD 158.462 USD -13,786 The ETF sold 87 shares of DHI on 2025-12-02. The shares were previously bought for an average price of USD 141.118. The DR Horton Inc shares were sold for 12.3% higher than average price of previous purchases. This sale made a profit of USD 1,509 The average price that the ETF previously sold DHI share for is USD 146.339 so the ETF has sold 87 shares on 2025-12-02 at a higher price than the previous selling average.
RMD - ResMed Inc SELL -58 @ USD 250.848 USD -14,549 The ETF sold 58 shares of RMD on 2025-12-02. The shares were previously bought for an average price of USD 244.708. The ResMed Inc shares were sold for 2.5% higher than average price of previous purchases. This sale made a profit of USD 356 The average price that the ETF previously sold RMD share for is USD 244.991 so the ETF has sold 58 shares on 2025-12-02 at a higher price than the previous selling average.
DLB - Dolby Laboratories SELL -280 @ USD 66.3085 USD -18,566 The ETF sold 280 shares of DLB on 2025-12-02. The shares were previously bought for an average price of USD 73.1166. The Dolby Laboratories shares were sold for -9.3% lower than average price of previous purchases. This resulted in an overall loss of USD 1,906 The average price that the ETF previously sold DLB share for is USD 75.6628 which is higher than the selling price of USD 66.3085 on 2025-12-02.
MSFT - Microsoft Corporation SELL -41 @ USD 490 USD -20,090 The ETF sold 41 shares of MSFT on 2025-12-02. The shares were previously bought for an average price of USD 432.057. The Microsoft Corporation shares were sold for 13.4% higher than average price of previous purchases. This sale made a profit of USD 2,376 The average price that the ETF previously sold MSFT share for is USD 431.75 so the ETF has sold 41 shares on 2025-12-02 at a higher price than the previous selling average.
DASH - DoorDash, Inc. Class A Common Stock SELL -100 @ USD 216.976 USD -21,698 The ETF sold 100 shares of DASH on 2025-12-02. The shares were previously bought for an average price of USD 191.898. The DoorDash, Inc. Class A Common Stock shares were sold for 13.1% higher than average price of previous purchases. This sale made a profit of USD 2,508 The average price that the ETF previously sold DASH share for is USD 178.03 so the ETF has sold 100 shares on 2025-12-02 at a higher price than the previous selling average.
KEY - KeyCorp SELL -1,198 @ USD 18.28 USD -21,899 The ETF sold 1198 shares of KEY on 2025-12-02. The shares were previously bought for an average price of USD 17.5669. The KeyCorp shares were sold for 4.1% higher than average price of previous purchases. This sale made a profit of USD 854 The average price that the ETF previously sold KEY share for is USD 17.4878 so the ETF has sold 1198 shares on 2025-12-02 at a higher price than the previous selling average.
NEM - Newmont Goldcorp Corp SELL -258 @ USD 90.4799 USD -23,344 The ETF sold 258 shares of NEM on 2025-12-02. The shares were previously bought for an average price of USD 56.8498. The Newmont Goldcorp Corp shares were sold for 59.2% higher than average price of previous purchases. This sale made a profit of USD 8,677 The average price that the ETF previously sold NEM share for is USD 62.7829 so the ETF has sold 258 shares on 2025-12-02 at a higher price than the previous selling average.
NEM - Nemetschek SE SELL -258 @ USD 90.4799 USD -23,344 The ETF sold 258 shares of NEM on 2025-12-02. The shares were previously bought for an average price of USD 56.8498. The Nemetschek SE shares were sold for 59.2% higher than average price of previous purchases. This sale made a profit of USD 8,677 The average price that the ETF previously sold NEM share for is USD 62.7829 so the ETF has sold 258 shares on 2025-12-02 at a higher price than the previous selling average.
HD - Home Depot Inc SELL -97 @ USD 354.029 USD -34,341 The ETF sold 97 shares of HD on 2025-12-02. The shares were previously bought for an average price of USD 369.372. The Home Depot Inc shares were sold for -4.2% lower than average price of previous purchases. This resulted in an overall loss of USD 1,488 The average price that the ETF previously sold HD share for is USD 361.715 which is higher than the selling price of USD 354.029 on 2025-12-02.
ABT - Abbott Laboratories SELL -306 @ USD 126.32 USD -38,654 The ETF sold 306 shares of ABT on 2025-12-02. The shares were previously bought for an average price of USD 130.063. The Abbott Laboratories shares were sold for -2.9% lower than average price of previous purchases. This resulted in an overall loss of USD 1,145 The average price that the ETF previously sold ABT share for is USD 130.84 which is higher than the selling price of USD 126.32 on 2025-12-02.
ETR - Entergy Corporation SELL -650 @ USD 92.9702 USD -60,431 The ETF sold 650 shares of ETR on 2025-12-02. The shares were previously bought for an average price of USD 82.7693. The Entergy Corporation shares were sold for 12.3% higher than average price of previous purchases. This sale made a profit of USD 6,631 The average price that the ETF previously sold ETR share for is USD 89.602 so the ETF has sold 650 shares on 2025-12-02 at a higher price than the previous selling average.
RF - Regions Financial Corporation SELL -4,963 @ USD 25.4097 USD -126,108 The ETF sold 4963 shares of RF on 2025-12-02. The shares were previously bought for an average price of USD 24.156. The Regions Financial Corporation shares were sold for 5.2% higher than average price of previous purchases. This sale made a profit of USD 6,222 The average price that the ETF previously sold RF share for is USD 24.22 so the ETF has sold 4963 shares on 2025-12-02 at a higher price than the previous selling average.

Value of shares added and average price calculated using the adjusted close on the day which may not be the price the ETF paid for the shares or sold the share at

Show aggregate IE000WHL2ZK1 analysis