Several major changes today as I tweaked my portfolio a bit:

Buy And Hold account:

Name Sym Shares Value
Amazon.com AMZN 23.495 $797.42
Carnival Cruise Lines CCL 15.727 $788.71
Citigroup C 5.082 $238.60
Coca-Cola Company KO 17.378 $767.59
Dick’s Sporting Goods DKS 15.401 $493.91
eBay EBAY 7.965 $270.41
General Electric GE 6.892 $247.35
Merck MRK 8.590 $299.28
Red Robin Gourmet Burgers RRGB 9.810 $500.51
SBC Communications SBC 20.738 $492.53
Target TGT 3.749 $177.29
Verizon VZ 7.011 $240.55
US Real Estate Index IYR 4.294 $516.78
Buy And Hold account Total $5,830.92

See listings at Yahoo Finance

Buy And Hold Roth IRA account:

Name Sym Shares Value
IShares DJ Select Dividend Index DVY 8.209 $497.47
IShares MSCI Emerging Markets Index EEM 7.294 $1,514.96
US Real Estate Index IYR 13.097 $1,576.22
US Energy Sector Index IYE 6.455 $463.15
Pengrowth Energy Trust A PGH 12.216 $248.84
Primewest Energy PWI 10.361 $247.94
Buy And Hold Roth IRA account Total $4,548.58

See listings at Yahoo Finance

Posted by Rob in Portfolio on May 5th, 2005 |