This week, five of the portfolio holdings ranked in the Top 10: FMCB, GRC, PPG, SJW, and TGT.
Ticker | Account Value |
FMCB | 2,901.29 |
GRC | 2,341.18 |
PPG | 2,403.50 |
SJW | 2,510.34 |
TGT | 2,785.50 |
There are no balance restrictions this week. The lowest amount above belongs to GRC and it last traded at $38.38. Therefore, in order to invest a minimum of $250 in GRC, I need to purchase 7 shares on Monday. See the 2024-09-07 post for a glimpse into GRC’s long-term performance. Below, is the purchase history and average cost calculation.