Saturday, August 22, 2009

Tom's Portfolio in September, 2009

If you are visiting my blog for the first time, please read the following pieces first. It will provide you with important background information.
1. Why I created this blog?
2. How am I going to operate this blog?


Account

Symbol

Last price

Qty

Mkt. val.

IRA











aib

5.96

400

2384



coh

28.75

100

2875



DEO

63.81

100

6381



dfs

13.51

500

6755



fce.b

8.02

100

802



ge

14.21

200

2842



lm

28.63

200

5726



MHP

29.67

200

5934



mhk

47.45

100

4745



pfe

16.64

700

11648



sny

33.88

300

10164









$5,619.72









$65,875.72

ohio 529 authority











vdmix

9.05

473.15

4282.03



vwnfx

21.89

114.92

2515.53



















$6,797.56

Roth IRA











axp

32.85

100

3285



coh

28.75

200

5750



INTC

18.89

200

3778.02



kft

28.81

100

2881









$5,277.56









$20,971.58

ScoTTrade Investment











aib

5.96

400

2384



axp

32.85

100

3285



aauky

16.41

200

3282



bac

17.46

182

3177.72



bcs

23.47

400

9388



brk.b

3329.5

3

9988.5



bam

21.03

300

6309



kmx

17.14

400

6856



cx

12.86

312

4012.32



CHEUY

12.79

800

10232



coh

28.75

200

5750



COP

44.2

100

4420



crh

26.95

300

8085



dfs

13.51

400

5404



faf

31.19

100

3119



fce.b

8.02

100

802



ge

14.21

500

7105



gsk

40.03

300

12009



hog

22.21

100

2221



igt

20.79

600

12474



jpm

43.66

300

13098



lm

28.63

200

5726



ltd

15.35

400

6140



L

33.15

200

6630



lvmuy

18.78

100

1878



MHP

29.67

100

2967



MDT

37.8

100

3780



mco

26.05

100

2605



NVS

45.49

200

9098



rai

46.12

100

4612



sny

33.88

200

6776



SYY

25.2

200

5040



var

40.04

100

4004



zmh

47.24

100

4724









$13,380.34









$210,761.88

UHG Employee Stock Purchase











UNH

28.92

510.93

14776.08









$1,378.63









$16,154.71

United Health Group











DODIX

12.7

123.09

1563.18



viiix

94.3

366.49

34559.9









$776.17









$36,899.25









$357,460.70

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