George's current holdings are as follows:
Total dividends received: R3 257,09
Cash on hand (including dividends): R103 259,64 (15.58% of portfolio)
Total fees paid: R2 774,75
Net profit on share sales: -R1 492,86
Tax on profit (reflected on leaderboard): -R447,86
| Code | Name | No. of shares | Ave. cost (excl fees) | Current price | % growth | Value | % of portfolio |
|---|---|---|---|---|---|---|---|
| CPI | CAPITEC BANK HLDGS LTD | 175 | 141984 | 161099 | 13.46% | R281 923,25 | 42.53% |
| DCP | Dis-chem Pharmacies Limited | 4088 | 2450 | 3224 | 31.59% | R131 797,12 | 19.88% |
| STX40 | Satrix 40 Portfolio | 2426 | 6075 | 6014 | -1.01% | R145 899,64 | 22.01% |
Total worth after tax: R663 327,51
Transaction History
| Transaction date | Code | Name | No. of shares | Price | Value incl. fees | |
|---|---|---|---|---|---|---|
| 2021-01-18 20:50:58 | STX40 | Satrix 40 Portfolio | 853 | 5830 | R49 928,82 | |
| 2021-03-31 18:02:58 | CPI | CAPITEC BANK HLDGS LTD | 175 | 141984 | R249 465,89 | |
| 2021-04-06 22:25:19 | BTI | British American Tob plc | 179 | 55634 | R99 983,20 | |
| 2021-05-06 15:04:58 | DCP | Dis-chem Pharmacies Limited | 4088 | 2450 | R100 556,62 | |
| 2021-05-06 15:08:41 | BTI | British American Tob plc | -179 | 54800 | -R97 972,00 | |
| 2021-05-06 15:09:24 | STX40 | Satrix 40 Portfolio | 1573 | 6208 | R98 042,45 |
Dividend History, if a dividend is missing please go here
| LDT | Code | Name | No. of shares | Dividend per share | Total dividend |
|---|---|---|---|---|---|
| 2021-05-04 | CPI | CAPITEC BANK HLDGS LTD | 175 | 1280.00 | R2 240,00 |
| 2021-06-08 | DCP | Dis-chem Pharmacies Limited | 4088 | 24.88 | R1 017,09 |