Bernie's current holdings are as follows:
Total dividends received: R8 603,60
Cash on hand (including dividends): R6 073,60 (0.47% of portfolio)
Total fees paid: R4 790,96
Net profit on share sales: R0,00
Tax on profit (reflected on leaderboard): R0,00
Code | Name | No. of shares | Ave. cost (excl fees) | Current price | % growth | Value | % of portfolio |
---|---|---|---|---|---|---|---|
STXFIN | Satrix FINI Portfolio | 6492 | 1535 | 1561 | 1.69% | R101 340,12 | 7.77% |
STXIND | Satrix INDI Portfolio | 19236 | 5708 | 6218 | 8.93% | R1 196 094,48 | 91.76% |
Total worth after tax: R1 303 508,20
Transaction History
Transaction date | Code | Name | No. of shares | Price | Value incl. fees | |
---|---|---|---|---|---|---|
2014-01-06 09:08:04 | STXIND | Satrix INDI Portfolio | 1837 | 5421 | R99 982,11 | |
2014-02-03 10:08:39 | STXIND | Satrix INDI Portfolio | 1911 | 5212 | R99 999,73 | |
2014-03-03 19:07:33 | STXIND | Satrix INDI Portfolio | 1836 | 5423 | R99 964,55 | |
2014-04-08 19:24:29 | STXIND | Satrix INDI Portfolio | 1815 | 5488 | R100 005,63 | |
2014-05-12 13:47:50 | STXIND | Satrix INDI Portfolio | 1786 | 5594 | R100 308,48 | |
2014-06-05 07:49:27 | STXIND | Satrix INDI Portfolio | 1702 | 5853 | R100 016,53 | |
2014-07-02 10:27:32 | STXIND | Satrix INDI Portfolio | 1646 | 6051 | R99 997,86 | |
2014-08-06 12:15:27 | STXIND | Satrix INDI Portfolio | 1730 | 5890 | R102 304,59 | |
2014-09-02 15:55:26 | STXIND | Satrix INDI Portfolio | 1649 | 6040 | R99 998,00 | |
2014-10-02 08:04:04 | STXIND | Satrix INDI Portfolio | 1717 | 5798 | R99 949,87 | |
2014-11-04 08:24:47 | STXFIN | Satrix FINI Portfolio | 6492 | 1535 | R100 050,81 | |
2014-12-05 13:56:52 | STXIND | Satrix INDI Portfolio | 1607 | 6195 | R99 951,86 |
Dividend History, if a dividend is missing please go here
LDT | Code | Name | No. of shares | Dividend per share | Total dividend |
---|---|---|---|---|---|
2014-03-28 | STXIND | Satrix INDI Portfolio | 5584 | 5.20 | R290,37 |
2014-06-27 | STXIND | Satrix INDI Portfolio | 10887 | 21.04 | R2 290,62 |
2014-09-26 | STXIND | Satrix INDI Portfolio | 15912 | 37.85 | R6 022,69 |