bivio Club Index
Reports
Spreadsheet
Help
Investment Performance Detail
Investment Performance Detail
3D Systems Corp (DDD)
3M Company (MMM)
ADC Telecomm Inc (ADCT)
AFLAC Inc (AFL)
AT&T Corp (T)
AT&T Inc (T)
AT&T Wireless Group Inc (AWE)
AbbVie Inc (ABBV)
Abbott Laboratories (ABT)
Adobe Systems Inc (ADBE)
Advanced Micro Devices (AMD)
Agere Systems Inc Cl B (AGRB)
Agere Systems Inc. (AGR)
Agilent Technologies Inc (A)
Air Lease Corp (AL)
Alibaba Group Holding Ltd (BABA)
Alphabet Inc (GOOG)
Alphabet Inc A (GOOGL)
Altria Group (MO)
Amazon.com Inc (AMZN)
Amer Power Conversion Cp (APCC)
Amgen Co (AMGN)
Anheuser-Busch Companies Inc (BUD)
Apple Inc (AAPL)
Applied Materials Inc (AMAT)
Avaya Inc (AV)
BP Plc (BP)
Bank of America Corp (BAC)
Bed, Bath & Beyond Inc (BBBY)
Berkshire Hathaway Inc Cl B (BRKB)
Best Buy Co. Inc (BBY)
Bio Reference Laboratories (BRLI)
Biomet Inc (BMET)
Block Inc (SQ)
Boeing Company (BA)
Bright Horizons Family Solutions Inc (BFAM)
Broadcom Inc. (AVGO)
CSX Corp (CSX)
Calpine Cp (CPNLQ)
Canopy Growth Corp (CGC)
Cardinal Health Inc (CAH)
Caterpillar Inc (CAT)
Celgene (CELG)
Chevron (CVX)
Chicos Fas Inc (CHS)
Chipotle Mexican Grill Inc (CMG)
Cisco Systems Inc (CSCO)
Citadel Brdcstng (CTDBQ)
Citigroup (C)
Clayton Homes Inc (CMH)
Coca-Cola Company (KO)
Cognizant Technology Solutions Corp (CTSH)
Comcast Corp Class A (CMCSA)
Conoco Philips (COP)
Constellation Brands Inc (STZ)
Corning Inc (GLW)
Costco Wholesale (COST)
Crowdstrike Holdings Inc (CRWD)
Cvs Health Corp (CVS)
D. R. Horton Inc. (DHI)
Danaher Corp (DHR)
Deere & Company (DE)
Dell Inc (DELL)
Diebold Nixdorf (DBDQQ)
Dollar General Corp (DG)
EBay Inc (EBAY)
EMC Corp (EMC)
Eli Lilly & Company (LLY)
Enron Corp (ENRNQ)
Express Scripts Inc (ESRX)
Exxon Mobil Corp (XOM)
FactSet Research Systems Inc (FDS)
Fastenal Co (FAST)
First Data Corp (FDC)
Fiserv Inc (FI)
Ford Motor Company (F)
Frontier Communications Corp (FTRCQ)
GE Aerospace (GE)
Garmin Ltd (GRMN)
Gentex Cp (GNTX)
Gilead Science (GILD)
Harley Davidson Inc (HOG)
Home Depot Inc (HD)
Hp Inc (HPQ)
Infosys Ltd (INFY)
Intel Corp (INTC)
Invesco QQQ Trust Series 1 (QQQ)
J.P. Morgan Chase & Company (JPM)
Johnson & Johnson (JNJ)
Johnson Controls Inc (JCI)
Knight Transportation (KNX)
Kohl's Corp (KSS)
Krispy Kreme Doughnuts Inc (KKD)
L3 Technologies Inc (LLL)
LKQ Corp (LKQ)
Lowe's Companies Inc (LOW)
Lucent Technologies Inc (LU)
MBNA Corp (KRB)
Mastercard Incorp Common Stock (MA)
Mcdata Cp Cl A (MCDTA)
Mcdonalds Corp (MCD)
Medco Health Solutions Inc (MHS)
Medtronic Plc (MDT)
Merck & Co (MRK)
Meta Platforms Inc (META)
Microsoft Corp (MSFT)
Moderna Inc (MRNA)
Mondelez Int Cla (MDLZ)
Motorola Solutions Inc (MSI)
NIKE Inc (NKE)
Netflix Inc (NFLX)
Nextera Energy (NEE)
Nokia Corp. ADS (NOK)
Nortel Networks (NRTLQ)
Novo Nordisk A/S (NVO)
Nvidia Corp (NVDA)
OCA Inc (OCAI)
Oracle Corp (ORCL)
Palm Inc (PALM)
PayPal Holdings Inc (PYPL)
Paychex Inc (PAYX)
Pepsico Inc (PEP)
Petmed Express Inc (PETS)
Pfizer Inc (PFE)
Procter & Gamble Company (PG)
Qualcomm Inc (QCOM)
Qwest Communications International Inc (Q)
RTX Corp (RTX)
Salesforce Inc (CRM)
Schlumberger Limited (SLB)
Sirius XM Inc (SIRI)
Skyworks Solution (SWKS)
Southwest Airlines Co (LUV)
Staples Inc (SPLS)
Starbucks Corp (SBUX)
Stryker Corp (SYK)
Sun Microsys (JAVA)
Sysco Corp (SYY)
TJX Companies Inc (TJX)
Taiwan Semiconductor Manufacturing CoLtd (TSM)
Tapestry Inc (TPR)
Target Corp (TGT)
Telefonaktiebolaget LM Ericsson (ERIC)
Tellabs Inc (TLAB)
Tesla Inc (TSLA)
Teva Pharm Ind Inc ADR (TEVA)
Texas Instruments (TXN)
Time Warner Inc (TWX)
Transocean Ltd (RIG)
Travelers Prop Casualty B Wi (TAPB)
Travelers Prop Casualty Cl A (TAPA)
Ulta Beauty Inc (ULTA)
Under Armour Inc (UA)
Under Armour Inc Cl A (UAA)
United Parcel Service CL B (UPS)
UnitedHealth Group Inc (UNH)
VISA Inc (V)
Valero Energy Corp (VLO)
Verizon Comm (VZ)
Viatris Inc (VTRS)
Viavi Solutions (VIAV)
Walgreens Boots Alliance, Inc. (WBA)
Walmart Inc (WMT)
Walt Disney Company (DIS)
Washington Mutual Inc (WAMUQ)
Waste Management (WM)
Wells Fargo & Company (WFC)
Whole Foods Mkt (WFM)
Worldcom Inc (WCOEE)
Worldcom Inc Mci Grp (MCWEE)
XM Satellite Radio Hldgs Cl A (XMSR)
YUM! Brands (YUM)
Zoom Communications Inc (ZM)
to
Generate
Date
Description
Investments
Returns
12/31/2000
beginning market value
0.00
08/02/2021
buy, 1.727161 shares
136.12
09/01/2021
buy, 0.005352 shares
0.46
10/01/2021
buy, 0.018369 shares
1.46
11/01/2021
sell, 0.025622 shares
2.02
11/01/2021
sell, STCG
0.17
12/01/2021
buy, 0.017469 shares
1.53
01/03/2022
buy, 0.012159 shares
1.11
02/01/2022
buy, 0.047938 shares
3.70
03/01/2022
sell, 0.056049 shares
4.42
03/01/2022
sell, STCG
0.08
04/01/2022
sell, 0.01339 shares
1.06
04/01/2022
sell, STCG
0.09
05/02/2022
sell, 0.032128 shares
2.53
05/02/2022
sell, STCG
0.29
06/01/2022
sell, 0.047938 shares
3.70
06/01/2022
sell, 1.599972 shares
126.09
06/01/2022
sell, 0.005352 shares
0.46
06/01/2022
sell, 0.018369 shares
1.46
06/01/2022
sell, 0.017469 shares
1.53
06/01/2022
sell, 0.012159 shares
1.11
06/01/2022
sell, STCG
4.77
03/01/2023
buy, 1.635972 shares
114.31
04/03/2023
buy, 0.090064 shares
6.91
05/01/2023
buy, 0.091285 shares
7.01
06/01/2023
sell, 0.044005 shares
3.07
06/01/2023
sell, STCG
0.14
07/03/2023
buy, 0.034406 shares
2.56
08/01/2023
buy, 0.046983 shares
3.39
09/01/2023
sell, 0.037991 shares
2.65
09/01/2023
sell, STCG
0.11
10/02/2023
sell, 0.030263 shares
2.11
10/02/2023
sell, STCG
0.53
11/01/2023
buy, 0.131067 shares
7.66
12/01/2023
sell, 0.071691 shares
5.01
12/01/2023
sell, STCG
0.77
01/02/2024
buy, 0.107823 shares
6.64
02/01/2024
buy, 0.016238 shares
0.97
03/01/2024
buy, 0.103112 shares
5.69
04/01/2024
buy, 0.020747 shares
1.31
05/01/2024
sell, 0.063979 shares
4.47
05/01/2024
sell, LTCG
0.08
06/03/2024
buy, 0.0757 shares
5.88
07/01/2024
sell, 0.009277 shares
0.65
08/01/2024
buy, 0.033415 shares
2.62
09/03/2024
buy, 0.043694 shares
3.49
10/01/2024
buy, 0.032823 shares
2.80
11/01/2024
buy, 0.033992 shares
2.63
12/02/2024
buy, 0.058818 shares
4.53
12/27/2024
ending market value
165.78
329.41
328.52
Annualized Internal Rate of Return = -0.2%
Return to the report list
bivio.com