dow jones global

Current Portfolio | WSBS 1021

Wall Street's Best Stocks Portfolio Conservative Stocks Symbol Date Bought Price Bought Price on 10/4/21 Dividends YTD Div Freq. Gain/ Loss % Rating The Coca-Cola Company KO 2/2/21 41.90 52.99 1.26 Quarterly 29% Hold Mueller Water Products, Inc. MWA 8/3/21 14.93 15.47 0.06 Quarterly 4% Buy Sun Life Financial Inc. SLF 6/2/21 54.08 52.96 0.44 Quarterly -1% Buy TC Energy Corporation TRP 2/2/21 42.73 49.16 2.09 Quarterly 20% Hold Moderate Stocks Symbol Date Bought Price Bought Price  

Current Portfolio | WSBS 921

Wall Street's Best Stocks Portfolio Conservative Stocks Symbol Date Bought Price Bought Price on 9/3/21 Dividends YTD Div Freq. Gain/ Loss % Rating The Coca-Cola Company KO 2/2/21 $41.90 $56.73 $0.84 Quarterly 37% Hold Mueller Water Products, Inc. MWA 8/3/21 $14.93 $16.20 $0.06 Quarterly 9% Buy Sun Life Financial Inc. SLF 6/2/21 $54.08 $51.67 $0.44 Quarterly -4% Buy TC Energy Corporation TRP 2/2/21 $42.73 $48.34 $1.40 Quarterly 16% Hold Moderate Stocks Symbol Date Bought Price Bought Price on 9/3/21 Dividends YTD Div  

Portfolio Updates | WSBS 921

Conservative Stocks As a conservative investor, you are less willing to accept market swings and significant changes in the value of your portfolio in the short- or long-term. Capital preservation is  

Current Portfolio | WSBS 821

Wall Street's Best Stocks Portfolio Conservative Stocks Symbol Date Bought Price Bought Price on 8/2/2021 Dividends YTD Div Freq. Gain/ Loss % Rating The Coca-Cola Company KO 2/2/21 $41.90 $56.88 $0.84 Quarterly 38% Hold Investors Bancorp, Inc. ISBC 7/6/21 $13.90 $13.68 $0.00 Quarterly -2% Sell Mueller Water Products, Inc. MWA 8/3/21 New $14.75 $0.00 Quarterly New Buy Sun Life Financial Inc. SLF 6/2/21 $54.08 $51.83 $0.00 Quarterly -4% Buy TC Energy Corporation TRP 2/2/21 $42.73 $48.31 $1.40 Quarterly 16% Hold Moderate  

Portfolio Updates | WSBS 821

Conservative Stocks As a conservative investor, you are less willing to accept market swings and significant changes in the value of your portfolio in the short- or long-term. Capital preservation is  

Current Portfolio | WSBE 721

Wall Street's Best ETFs Portfolio ETFs Symbol Date Bought Price Bought Price on 7/6/2021 Gain/ Loss % Rating Dividends YTD Div Freq. Cohen & Steers REIT and Preferred Income RNP First Issue $23.34 $27.15 18% Hold $0.50 Monthly Consumer Discretionary Select Sector SPDR XLY First  

Current Portfolio | WSBE 621

Wall Street's Best ETFs Portfolio ETFs Symbol Date Bought Price Bought Price on 5/31/2021 Gain/ Loss % Rating Dividends YTD Div Freq. Cohen & Steers Infrastructure Fund, Inc UTF First Issue $26.89 $29.33 11% Hold $0.47 Monthly Cohen & Steers REIT and Preferred