Current Portfolio | WSBS 421
Conservative Stocks
Symbol
Price Bought
Price on
3/31/2021
Dividends
YTD
Gain/Loss %
Rating
Unilever PLC
UL
$42.84
$55.90
0.514
32%
Hold
The Coca-Cola Company
KO
$41.90
$52.69
0.420
27%
Hold
TC Energy Corporation
TRP
$42.73
$45.76
0.691
9%
Hold
Moderate Stocks
Symbol
Price Bought
Price on
3/31/2021
Dividends
YTD
Gain/Loss %
Rating
National Storage Af-filiates Trust
NSA
$27.39
$40.28
0.350
48%
Hold
Conagra Brands, Inc.
CAG
$29.87
$37.81
0.000
27%
Hold
The Toronto-Dominion Bank
TD
$40.82
$65.47
0.000
60%
Hold
Aggressive Stocks
Symbol
Price Bought
Price on
3/31/2021
Dividends
YTD
Gain/Loss %
Rating
cbdMD, Inc.
YCBD
$2.25
$4.12
N/A
83%
Sell
Clean Ener-gy Fuels Corp.
CLNE
—
$13.64
—
419%
Sold
OneMain Holdings, …