Pension's current holdings are as follows:

Total dividends received: R0,00
Cash on hand (including dividends): R204 835,66 (15.57% of portfolio)
Total fees paid: R12 290,25
Net profit on share sales: R61 340,72
Tax on profit (reflected on leaderboard): R18 402,22

CodeNameNo. of sharesAve. cost (excl fees)Current price% growthValue% of portfolio
 
STX500 Satrix S&P 500 ETF 12134 8607 9157 6.39% R1 111 110,38 84.43%

Total worth after tax: R1 297 543,82

Transaction History

Transaction dateCodeNameNo. of sharesPriceValue incl. fees 
 
2023-01-04 20:06:46 STXWDM Satrix MSCI World ETF 1594 6246 R99 959,48  
2023-02-03 16:56:02 KIO KUMBA IRON ORE LTD 183 54236 R99 648,89  
2023-03-07 18:36:48 SYGWD DB X-TRACKERS COL IN WLD 1980 5050 R100 389,96  
2023-03-09 08:45:38 KIO KUMBA IRON ORE LTD -183 48150 -R87 994,50  
2023-03-09 08:46:18 STXWDM Satrix MSCI World ETF 1218 7184 R87 851,12  
2023-03-30 11:07:50 SYGWD DB X-TRACKERS COL IN WLD -1980 5043 -R99 731,40  
2023-03-30 11:09:14 STXWDM Satrix MSCI World ETF 1408 7029 R99 364,19  
2023-04-04 14:01:22 STXWDM Satrix MSCI World ETF 1404 7101 R100 096,83  
2023-05-30 11:53:27 STXWDM Satrix MSCI World ETF 1254 7940 R99 965,87  
2023-06-06 21:24:31 STXWDM Satrix MSCI World ETF 1276 7810 R100 054,22  
2023-07-12 16:36:45 STXWDM Satrix MSCI World ETF 1284 7757 R99 998,28  
2023-08-01 18:20:40 STXWDM Satrix MSCI World ETF 1276 7808 R100 028,60  
2023-09-03 18:54:41 STXWDM Satrix MSCI World ETF -10714 7997 -R856 678,58  
2023-10-15 23:31:11 STX500 Satrix S&P 500 ETF 12134 8607 R1 048 550,87  


Dividend History, if a dividend is missing please go here

LDTCodeNameNo. of sharesDividend per shareTotal dividend
 
2023-03-14 KIO KUMBA IRON ORE LTD 0 1304.00 R0,00
2023-08-15 KIO KUMBA IRON ORE LTD 0 1808.00 R0,00