€267,901.99
-0.47% (-€1,272.37)
Portfolio performance
-0.47 %
-€1,272.37
Volatility
0 %
Risk-adjusted return
N/A
Active return
-0.13 pp
State Street® SPDR® S&P 500® ETF Trust
Net contributions
€0.00
Price contribution
-0.47 pp
-€1,272.37
Income contribution
0 pp
€0.00
Cost contribution
0 pp
€0.00

Holdings

Security
Position
Holding period
Net cash invested
per share
Value
per share
Holding return (MWR)
Net profit/loss
Allocation %
1,388
1 days
€81,819.66
€58.95/share
€130,296.14
€93.87/share
-0.92%
-€1,208.52
49.03%
220
1 days
€20,744.54
€94.29/share
€43,970.14
€199.86/share
-1%
-€442.55
16.54%
14.72
1 days
€1,828.82
€124.23/share
€32,627.02
€2,216.27/share
1.03%
€334.17
12.28%
43
1 days
€4,687.82
€109.02/share
€15,911.95
€370.05/share
-0.27%
-€42.67
5.99%
0.29
1 days
€1,786.83
€6,206.40/share
€15,104.15
€52,462.93/share
0.8%
€120.49
5.68%
203
1 days
€8,495.18
€41.85/share
€13,330.03
€65.67/share
-0.75%
-€100.90
5.02%
1,900
1 days
€10,014.14
€5.27/share
€9,219.56
€4.85/share
0.17%
€15.96
3.47%
47.84
1 days
€1,785.71
€37.32/share
€2,832.85
€59.21/share
1.42%
€39.71
1.07%
133
1 days
€4,817.07
€36.22/share
€2,475.85
€18.62/share
0.55%
€13.51
0.93%

Cash

Currency Balance Balance in reporting currency
$1,269.05
€1,148.46
€985.86
€985.86

Dividends

No dividends yet

Performance

Allocation

Loading portfolio allocation...

Tax report

Detailed report
Realized gains
€0.00
Unrealized gains
€213,420.53
Income
€534.03
Costs
€0.00

Transactions

Date Type Description Quantity Amount
Aug 15, 2024
12:00 AM
Dividend
€49.95
$55.00
Aug 1, 2024
12:00 AM
Dividend
€34.27
$36.97
Jul 1, 2024
12:00 AM
Dividend
€91.63
$98.46
Jun 13, 2024
12:00 AM
Dividend
€29.91
$32.25
May 16, 2024
12:00 AM
Dividend
€50.62
$55.00
May 1, 2024
12:00 AM
Dividend
€34.50
$36.97
Apr 1, 2024
12:00 AM
Dividend
€91.07
$98.46
Mar 14, 2024
12:00 AM
Dividend
€29.52
$32.25
Feb 15, 2024
12:00 AM
Dividend
€49.15
$52.80
Feb 1, 2024
12:00 AM
Dividend
€34.19
$36.97