This week, six of the portfolio holdings ranked in the Top 10: BKH, MDT, MMM, MO, NFG, and PII.
Ticker | Account Value |
BKH | 1,402.70 |
MDT | 1,729.98 |
MMM | 2,514.36 |
MO | 2,339.72 |
NFG | 1,454.93 |
PII | 1,516.32 |
There is currently an overexposure to the following positions: FMCB, QCOM, and TDS. These tickers are not eligible for additional investment at this time. However, these tickers did not make it into the Top 10 and so we proceed unfettered. The smallest position above is BKH and it last traded at $53.95. Therefore, in order to invest a minimum of $250 in BKH, I need to purchase 5 shares on Tuesday, January 2, 2024. Below, is the purchase history and average cost calculation.