insurance

Current Portfolio | WSBS 521

Conservative Stocks Symbol Price Bought Price on 5/3/2021 Dividends YTD Gain/Loss % Rating Unilever PLC UL $42.84 $59.21 $0.51 39% Sell The Coca-Cola Company KO $41.90 $54.48 $0.42 31% Hold TC Energy Corporation TRP $42.73 $49.84 $0.69 18% Hold Moderate Stocks Symbol Price Bought Price on 5/3/2021 Dividends YTD Gain/Loss % Rating National Storage Af-filiates Trust NSA $27.39 $44.81 $0.35 65% Hold Conagra Brands, Inc. CAG $29.87 $37.50 $0.00 26% Hold The Toronto-Dominion Bank TD $40.82 $68.59 $0.00 68% Hold Spirit Realty Capital SRC $42.27 $47.24 $0.63 13% Hold Aggressive Stocks Symbol Price Bought Price on 5/3/2021 Dividends YTD Gain/Loss % Rating cbdMD, Inc. YCBD — $3.69 — — Sold OneMain Holdings, Inc. OMF $29.49 $56.17 $3.95 104% Hold Textainer