MOSELEY INVESTMENT MANAGEMENT INC Diversified Active

CIK: 0000906396 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Oct 27, 2021

Total Value ($000): $200,009 (100.0% shares, 0.0% debt)

Holdings (171)

AAPL APPLE INC 5.6%
Value ($000) $11,147 Shares 78,145 Est. Cost $95.31 Unrealized +51.0%
BAND BANDWIDTH INC 4.4%
Value ($000) $8,890 Shares 101,606 Est. Cost $99.63 Unrealized +15.9%
AMZN AMAZON COM INC 3.7%
Value ($000) $7,321 Shares 2,230 Est. Cost $88.02 Unrealized +96.0%
MSFT MICROSOFT CORP 3.2%
Value ($000) $6,476 Shares 22,402 Est. Cost $125.35 Unrealized +124.0%
GOOGL ALPHABET INC 2.5%
Value ($000) $4,991 Shares 1,828 Est. Cost $57.05 Unrealized +136.7%
BNDW VANGUARD SCOTTSDALE FDS 2.0%
Value ($000) $3,929 Shares 49,141 Est. Cost $79.93 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.8%
Value ($000) $3,665 Shares 13,292 Est. Cost $204.21 Unrealized +37.5%
BIV VANGUARD BD INDEX FDS 1.8%
Value ($000) $3,547 Shares 39,558 Est. Cost $90.97 Unrealized
BSV VANGUARD BD INDEX FDS 1.7%
Value ($000) $3,469 Shares 42,316 Est. Cost $82.34 Unrealized
HD HOME DEPOT INC 1.6%
Value ($000) $3,234 Shares 9,804 Est. Cost $173.95 Unrealized +69.3%
NVDA NVIDIA CORPORATION 1.6%
Value ($000) $3,226 Shares 15,553 Est. Cost $16.90 Unrealized +22.6%
NEE NEXTERA ENERGY INC 1.5%
Value ($000) $3,039 Shares 38,366 Est. Cost $61.97 Unrealized +15.9%
ETN EATON CORP PLC 1.5%
Value ($000) $3,006 Shares 19,953 Est. Cost $66.79 Unrealized +123.4%
PYPL PAYPAL HLDGS INC 1.4%
Value ($000) $2,891 Shares 10,923 Est. Cost $165.11 Unrealized +71.4%
NEAR ISHARES U S ETF TR 1.4%
Value ($000) $2,885 Shares 57,563 Est. Cost $50.19 Unrealized
VTEB VANGUARD MUN BD FDS 1.3%
Value ($000) $2,680 Shares 48,977 Est. Cost $54.45 Unrealized
SHM SPDR SER TR 1.3%
Value ($000) $2,679 Shares 54,271 Est. Cost $49.04 Unrealized
JPM JPMORGAN CHASE & CO 1.3%
Value ($000) $2,643 Shares 15,813 Est. Cost $91.84 Unrealized +52.8%
VT VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $2,616 Shares 25,489 Est. Cost $85.48 Unrealized
PEP PEPSICO INC 1.3%
Value ($000) $2,601 Shares 17,233 Est. Cost $104.72 Unrealized +28.9%
TSLA TESLA INC 1.3%
Value ($000) $2,563 Shares 3,306 Est. Cost $140.44 Unrealized +67.6%
JNJ JOHNSON & JOHNSON 1.2%
Value ($000) $2,422 Shares 15,092 Est. Cost $116.71 Unrealized +28.7%
VWO VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $2,391 Shares 47,775 Est. Cost $46.08 Unrealized
VGT VANGUARD WORLD FDS 1.2%
Value ($000) $2,374 Shares 5,834 Est. Cost $203.48 Unrealized
QCOM QUALCOMM INC 1.2%
Value ($000) $2,349 Shares 18,249 Est. Cost $71.61 Unrealized +79.9%
VWOB VANGUARD WHITEHALL FDS 1.2%
Value ($000) $2,301 Shares 29,517 Est. Cost $80.12 Unrealized
XYZ SQUARE INC 1.1%
Value ($000) $2,281 Shares 9,533 Est. Cost $182.91 Unrealized +40.4%
DIS DISNEY WALT CO 1.1%
Value ($000) $2,140 Shares 12,157 Est. Cost $121.27 Unrealized +43.6%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $1,948 Shares 35,868 Est. Cost $39.36 Unrealized +7.5%
CRM SALESFORCE COM INC 1.0%
Value ($000) $1,902 Shares 6,910 Est. Cost $174.11 Unrealized +44.1%
LMT LOCKHEED MARTIN CORP 0.9%
Value ($000) $1,790 Shares 5,146 Est. Cost $282.87 Unrealized +13.4%
HON HONEYWELL INTL INC 0.9%
Value ($000) $1,778 Shares 8,247 Est. Cost $139.06 Unrealized +39.9%
MKC MCCORMICK & CO INC 0.9%
Value ($000) $1,701 Shares 21,080 Est. Cost $75.28 Unrealized +3.6%
META FACEBOOK INC 0.8%
Value ($000) $1,668 Shares 4,862 Est. Cost $181.05 Unrealized +97.6%
SHOP SHOPIFY INC 0.8%
Value ($000) $1,626 Shares 1,204 Est. Cost $74.08 Unrealized +102.3%
VIG VANGUARD SPECIALIZED FUNDS 0.8%
Value ($000) $1,606 Shares 10,352 Est. Cost $115.05 Unrealized
NFLX NETFLIX INC 0.8%
Value ($000) $1,559 Shares 2,542 Est. Cost $37.09 Unrealized +48.4%
NSA NATIONAL STORAGE AFFILIATES 0.8%
Value ($000) $1,541 Shares 29,161 Est. Cost $29.92 Unrealized
BX BLACKSTONE INC 0.8%
Value ($000) $1,505 Shares 13,002 Est. Cost $60.56 Unrealized +65.7%
MELI MERCADOLIBRE INC 0.7%
Value ($000) $1,473 Shares 883 Est. Cost $658.64 Unrealized +163.0%
CRWD CROWDSTRIKE HLDGS INC 0.7%
Value ($000) $1,462 Shares 5,865 Est. Cost $147.92 Unrealized +74.4%
BROOKFIELD ASSET MGMT INC 0.7%
Value ($000) $1,447 Shares 26,497 Est. Cost $41.27 Unrealized
SE SEA LTD 0.7%
Value ($000) $1,394 Shares 4,362 Est. Cost $176.83 Unrealized
TWLO TWILIO INC 0.7%
Value ($000) $1,334 Shares 4,112 Est. Cost $223.69 Unrealized +62.8%
VLO VALERO ENERGY CORP 0.7%
Value ($000) $1,305 Shares 17,726 Est. Cost $48.44 Unrealized +18.8%
AVGO BROADCOM INC 0.6%
Value ($000) $1,247 Shares 2,560 Est. Cost $24.80 Unrealized +79.3%
BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,245 Shares 3 Est. Cost $415000.00 Unrealized
AMGN AMGEN INC 0.6%
Value ($000) $1,201 Shares 5,612 Est. Cost $181.96 Unrealized +10.1%
TIP ISHARES TR 0.6%
Value ($000) $1,193 Shares 9,334 Est. Cost $117.55 Unrealized
VEEV VEEVA SYS INC 0.6%
Value ($000) $1,183 Shares 4,119 Est. Cost $153.51 Unrealized +106.7%
PLTR PALANTIR TECHNOLOGIES INC 0.6%
Value ($000) $1,178 Shares 48,418 Est. Cost $27.19 Unrealized -10.3%
ADBE ADOBE SYSTEMS INCORPORATED 0.6%
Value ($000) $1,178 Shares 2,040 Est. Cost $472.33 Unrealized +33.3%
PFE PFIZER INC 0.6%
Value ($000) $1,168 Shares 27,204 Est. Cost $29.78 Unrealized +19.8%
SCHW SCHWAB CHARLES CORP 0.6%
Value ($000) $1,156 Shares 15,537 Est. Cost $42.34 Unrealized +59.1%
PG PROCTER AND GAMBLE CO 0.6%
Value ($000) $1,145 Shares 8,205 Est. Cost $83.75 Unrealized +52.0%
MDT MEDTRONIC PLC 0.6%
Value ($000) $1,135 Shares 8,912 Est. Cost $87.90 Unrealized +29.1%
AMD ADVANCED MICRO DEVICES INC 0.6%
Value ($000) $1,133 Shares 11,062 Est. Cost $60.41 Unrealized +69.2%
VUG VANGUARD INDEX FDS 0.6%
Value ($000) $1,123 Shares 3,829 Est. Cost $181.53 Unrealized
V VISA INC 0.6%
Value ($000) $1,110 Shares 4,815 Est. Cost $161.52 Unrealized +40.5%
ABBV ABBVIE INC 0.5%
Value ($000) $1,091 Shares 10,001 Est. Cost $67.31 Unrealized +44.4%
LBRDK LIBERTY BROADBAND CORP 0.5%
Value ($000) $1,088 Shares 6,198 Est. Cost $142.46 Unrealized +18.4%
ZTS ZOETIS INC 0.5%
Value ($000) $1,087 Shares 5,542 Est. Cost $96.96 Unrealized +99.8%
DOCU DOCUSIGN INC 0.5%
Value ($000) $1,068 Shares 4,145 Est. Cost $221.62 Unrealized +30.0%
ALB ALBEMARLE CORP 0.5%
Value ($000) $1,057 Shares 4,830 Est. Cost $80.90 Unrealized +150.1%
TDOC TELADOC HEALTH INC 0.5%
Value ($000) $1,021 Shares 8,058 Est. Cost $202.56 Unrealized -28.1%
CABO CABLE ONE INC 0.5%
Value ($000) $1,009 Shares 547 Est. Cost $1835.62 Unrealized -0.6%
AXON AXON ENTERPRISE INC 0.5%
Value ($000) $984 Shares 5,505 Est. Cost $94.38 Unrealized +92.5%
KMX CARMAX INC 0.5%
Value ($000) $951 Shares 7,476 Est. Cost $93.77 Unrealized +41.9%
TYL TYLER TECHNOLOGIES INC 0.5%
Value ($000) $923 Shares 1,987 Est. Cost $412.56 Unrealized +15.8%
VXF VANGUARD INDEX FDS 0.5%
Value ($000) $917 Shares 4,960 Est. Cost $178.02 Unrealized
BA BOEING CO 0.4%
Value ($000) $860 Shares 3,807 Est. Cost $335.11 Unrealized -33.4%
SVB FINANCIAL GROUP 0.4%
Value ($000) $853 Shares 1,283 Est. Cost $296.77 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $846 Shares 310 Est. Cost $79.80 Unrealized +71.5%
COIN COINBASE GLOBAL INC 0.4%
Value ($000) $825 Shares 3,568 Est. Cost $259.62 Unrealized -5.2%
VIGI VANGUARD WHITEHALL FDS 0.4%
Value ($000) $818 Shares 9,356 Est. Cost $77.66 Unrealized
CVX CHEVRON CORP NEW 0.4%
Value ($000) $811 Shares 7,775 Est. Cost $82.87 Unrealized +0.5%
FAS DIREXION SHS ETF TR 0.4%
Value ($000) $807 Shares 6,687 Est. Cost $120.68 Unrealized
BKNG BOOKING HOLDINGS INC 0.4%
Value ($000) $751 Shares 306 Est. Cost $1973.84 Unrealized +11.8%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $715 Shares 1,596 Est. Cost $238.18 Unrealized +75.6%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $673 Shares 667 Est. Cost $239.17 Unrealized +40.4%
SPGI S&P GLOBAL INC 0.3%
Value ($000) $672 Shares 1,570 Est. Cost $319.59 Unrealized +30.7%
CMCSA COMCAST CORP NEW 0.3%
Value ($000) $667 Shares 11,667 Est. Cost $38.65 Unrealized +33.0%
GLD SPDR GOLD TR 0.3%
Value ($000) $663 Shares 4,028 Est. Cost $146.29 Unrealized
VO VANGUARD INDEX FDS 0.3%
Value ($000) $623 Shares 2,600 Est. Cost $187.84 Unrealized
SPTM SPDR SER TR 0.3%
Value ($000) $614 Shares 11,453 Est. Cost $36.53 Unrealized
NET CLOUDFLARE INC 0.3%
Value ($000) $604 Shares 5,252 Est. Cost $69.17 Unrealized +72.7%
MA MASTERCARD INCORPORATED 0.3%
Value ($000) $582 Shares 1,616 Est. Cost $273.80 Unrealized +29.6%
UNILEVER PLC 0.3%
Value ($000) $577 Shares 10,648 Est. Cost $58.04 Unrealized
ABNB AIRBNB INC 0.3%
Value ($000) $570 Shares 3,293 Est. Cost $152.75 Unrealized 0.0%
LOW LOWES COS INC 0.3%
Value ($000) $569 Shares 2,793 Est. Cost $93.18 Unrealized +97.0%
LUV SOUTHWEST AIRLS CO 0.3%
Value ($000) $569 Shares 10,473 Est. Cost $42.23 Unrealized +11.3%
SHW SHERWIN WILLIAMS CO 0.3%
Value ($000) $567 Shares 1,991 Est. Cost $263.14 Unrealized +6.9%
WMT WALMART INC 0.3%
Value ($000) $557 Shares 4,068 Est. Cost $34.99 Unrealized +30.0%
QQQ INVESCO QQQ TR 0.3%
Value ($000) $550 Shares 1,527 Est. Cost $201.79 Unrealized
VTI VANGUARD INDEX FDS 0.3%
Value ($000) $547 Shares 2,430 Est. Cost $152.56 Unrealized
SO SOUTHERN CO 0.3%
Value ($000) $530 Shares 8,588 Est. Cost $49.87 Unrealized +9.7%
VYMI VANGUARD WHITEHALL FDS 0.3%
Value ($000) $516 Shares 7,759 Est. Cost $63.73 Unrealized
DTD WISDOMTREE TR 0.2%
Value ($000) $488 Shares 4,110 Est. Cost $94.65 Unrealized
CBSH COMMERCE BANCSHARES INC 0.2%
Value ($000) $487 Shares 6,862 Est. Cost $42.26 Unrealized +26.7%
SPYG SPDR SER TR 0.2%
Value ($000) $484 Shares 7,488 Est. Cost $38.86 Unrealized
MRK MERCK & CO INC 0.2%
Value ($000) $477 Shares 5,854 Est. Cost $63.69 Unrealized +3.8%
LLY LILLY ELI & CO 0.2%
Value ($000) $472 Shares 2,056 Est. Cost $126.01 Unrealized +87.8%
SYY SYSCO CORP 0.2%
Value ($000) $471 Shares 5,823 Est. Cost $52.79 Unrealized +28.4%
NKE NIKE INC 0.2%
Value ($000) $469 Shares 3,187 Est. Cost $101.71 Unrealized +50.0%
SMG SCOTTS MIRACLE-GRO CO 0.2%
Value ($000) $444 Shares 3,016 Est. Cost $158.10 Unrealized -13.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $440 Shares 3,893 Est. Cost $83.98 Unrealized +25.9%
ZM ZOOM VIDEO COMMUNICATIONS IN 0.2%
Value ($000) $438 Shares 1,638 Est. Cost $220.88 Unrealized +52.6%
T AT&T INC 0.2%
Value ($000) $435 Shares 16,004 Est. Cost $14.30 Unrealized +12.4%
IPO RENAISSANCE CAP GREENWICH FD 0.2%
Value ($000) $425 Shares 6,634 Est. Cost $64.10 Unrealized
EQIX EQUINIX INC 0.2%
Value ($000) $420 Shares 532 Est. Cost $687.68 Unrealized +10.8%
BAC BK OF AMERICA CORP 0.2%
Value ($000) $419 Shares 9,723 Est. Cost $26.97 Unrealized +33.8%
ARKG ARK ETF TR 0.2%
Value ($000) $418 Shares 5,589 Est. Cost $88.91 Unrealized
GOVT ISHARES TR 0.2%
Value ($000) $413 Shares 15,551 Est. Cost $25.90 Unrealized
AWK AMERICAN WTR WKS CO INC NEW 0.2%
Value ($000) $411 Shares 2,440 Est. Cost $94.41 Unrealized +69.4%
ST SENSATA TECHNOLOGIES HLDG PL 0.2%
Value ($000) $408 Shares 7,284 Est. Cost $48.06 Unrealized +19.6%
SYK STRYKER CORPORATION 0.2%
Value ($000) $396 Shares 1,478 Est. Cost $193.16 Unrealized +32.1%
SNOW SNOWFLAKE INC 0.2%
Value ($000) $390 Shares 1,283 Est. Cost $234.20 Unrealized +21.4%
ILMN ILLUMINA INC 0.2%
Value ($000) $374 Shares 947 Est. Cost $321.73 Unrealized +42.9%
AGZ ISHARES TR 0.2%
Value ($000) $367 Shares 3,091 Est. Cost $115.49 Unrealized
IDXX IDEXX LABS INC 0.2%
Value ($000) $359 Shares 575 Est. Cost $369.71 Unrealized +81.7%
SCHX SCHWAB STRATEGIC TR 0.2%
Value ($000) $355 Shares 3,373 Est. Cost $61.33 Unrealized
VHT VANGUARD WORLD FDS 0.2%
Value ($000) $346 Shares 1,398 Est. Cost $172.24 Unrealized
UBER UBER TECHNOLOGIES INC 0.2%
Value ($000) $343 Shares 7,285 Est. Cost $47.01 Unrealized -7.1%
PFF ISHARES TR 0.2%
Value ($000) $342 Shares 8,858 Est. Cost $37.03 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $341 Shares 2,908 Est. Cost $78.75 Unrealized +44.1%
BLACKROCK INC 0.2%
Value ($000) $338 Shares 402 Est. Cost $875.28 Unrealized
O REALTY INCOME CORP 0.2%
Value ($000) $336 Shares 5,105 Est. Cost $47.76 Unrealized +12.6%
NOC NORTHROP GRUMMAN CORP 0.2%
Value ($000) $336 Shares 931 Est. Cost $248.68 Unrealized +35.3%
TMO THERMO FISHER SCIENTIFIC INC 0.2%
Value ($000) $335 Shares 584 Est. Cost $332.12 Unrealized +63.3%
GD GENERAL DYNAMICS CORP 0.2%
Value ($000) $335 Shares 1,692 Est. Cost $170.87 Unrealized +4.5%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $333 Shares 1,717 Est. Cost $99.90 Unrealized +68.1%
VNQ VANGUARD INDEX FDS 0.2%
Value ($000) $328 Shares 3,180 Est. Cost $86.86 Unrealized
SPLV INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $327 Shares 5,355 Est. Cost $58.15 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value ($000) $323 Shares 5,307 Est. Cost $30.36 Unrealized +59.6%
SPY SPDR S&P 500 ETF TR 0.2%
Value ($000) $322 Shares 741 Est. Cost $376.57 Unrealized
CWB SPDR SER TR 0.2%
Value ($000) $306 Shares 3,569 Est. Cost $47.83 Unrealized
BROOKFIELD RENEWABLE CORP 0.2%
Value ($000) $305 Shares 7,849 Est. Cost $50.47 Unrealized
XIFR NEXTERA ENERGY PARTNERS LP 0.2%
Value ($000) $304 Shares 3,942 Est. Cost $53.13 Unrealized +46.8%
CRSP CRISPR THERAPEUTICS AG 0.1%
Value ($000) $297 Shares 2,665 Est. Cost $124.85 Unrealized +0.6%
ALSN ALLISON TRANSMISSION HLDGS I 0.1%
Value ($000) $292 Shares 8,154 Est. Cost $37.00 Unrealized -3.8%
DVY ISHARES TR 0.1%
Value ($000) $284 Shares 2,439 Est. Cost $98.29 Unrealized
BLACKROCK MUN INCOME QUALITY 0.1%
Value ($000) $281 Shares 18,294 Est. Cost $15.20 Unrealized
RJF RAYMOND JAMES FINL INC 0.1%
Value ($000) $281 Shares 2,971 Est. Cost $59.22 Unrealized +41.8%
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $276 Shares 850 Est. Cost $268.15 Unrealized +13.9%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $274 Shares 1,029 Est. Cost $215.10 Unrealized +15.6%
VTV VANGUARD INDEX FDS 0.1%
Value ($000) $268 Shares 1,954 Est. Cost $132.19 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $267 Shares 681 Est. Cost $308.19 Unrealized +24.9%
PZA INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $265 Shares 9,856 Est. Cost $27.27 Unrealized
SPAB SPDR SER TR 0.1%
Value ($000) $264 Shares 8,821 Est. Cost $29.05 Unrealized
STZ CONSTELLATION BRANDS INC 0.1%
Value ($000) $262 Shares 1,229 Est. Cost $159.97 Unrealized +26.7%
IIPR INNOVATIVE INDL PPTYS INC 0.1%
Value ($000) $261 Shares 1,116 Est. Cost $233.87 Unrealized
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $260 Shares 11,920 Est. Cost $27.65 Unrealized
OKTA OKTA INC 0.1%
Value ($000) $254 Shares 1,066 Est. Cost $241.37 Unrealized +2.9%
Z ZILLOW GROUP INC 0.1%
Value ($000) $242 Shares 2,677 Est. Cost $86.70 Unrealized +16.7%
PAYX PAYCHEX INC 0.1%
Value ($000) $241 Shares 2,089 Est. Cost $88.28 Unrealized +12.5%
DOVER MOTORSPORTS INC 0.1%
Value ($000) $240 Shares 100,000 Est. Cost $2.25 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $239 Shares 1,078 Est. Cost $214.65 Unrealized
DUK DUKE ENERGY CORP NEW 0.1%
Value ($000) $238 Shares 2,417 Est. Cost $67.48 Unrealized +29.3%
EFA ISHARES TR 0.1%
Value ($000) $236 Shares 3,015 Est. Cost $78.94 Unrealized
VPU VANGUARD WORLD FDS 0.1%
Value ($000) $235 Shares 1,691 Est. Cost $130.03 Unrealized
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $232 Shares 1,122 Est. Cost $143.37 Unrealized +41.5%
HRL HORMEL FOODS CORP 0.1%
Value ($000) $227 Shares 5,548 Est. Cost $35.78 Unrealized +10.4%
VNQI VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $226 Shares 4,018 Est. Cost $56.25 Unrealized
RPM RPM INTL INC 0.1%
Value ($000) $225 Shares 2,863 Est. Cost $69.51 Unrealized +21.1%
WELL WELLTOWER INC 0.1%
Value ($000) $210 Shares 2,509 Est. Cost $67.92 Unrealized +13.1%
HYMB SPDR SER TR 0.1%
Value ($000) $209 Shares 3,490 Est. Cost $57.69 Unrealized
MMM 3M CO 0.1%
Value ($000) $202 Shares 1,146 Est. Cost $140.15 Unrealized -2.0%
KMB KIMBERLY-CLARK CORP 0.1%
Value ($000) $201 Shares 1,518 Est. Cost $115.97 Unrealized -0.4%
BMY BRISTOL-MYERS SQUIBB CO 0.1%
Value ($000) $201 Shares 3,380 Est. Cost $50.44 Unrealized +8.7%
ARAY ACCURAY INC 0.0%
Value ($000) $73 Shares 18,000 Est. Cost $4.68 Unrealized -15.2%
BAND BANDWIDTH INC 0.0%
Value ($000) $64 Shares 8,000 Est. Cost $99.63 Unrealized +15.9%