April 5, 2024
Blue Sky Account 2024 YTD Return 37.2%
Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
4/4
META
Mo
513.19
0.0

0.0

502.93
0.0
Active

Apr 4 ... Bought into AI stock.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
3/27
MSI
Mo
350.39
0.0

0.0

343.38
0.0
Active

Mar 27 ... Bought into telecom stock.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
3/27
LMT
Mo
449.79
0.0

0.0

440.77
0.0
Active

Mar 27 ... Bought into defence stock.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
12/29
TSLA
Mo
200.86
0.0

0.0

-------------
0.0
Active

Dec 29 ... Bought into EV energy /AI stock.
Jan 3 ... Bought more shares @ 237.58 ... new cost basis 242.95
Jan 8 ... Bought more shares @ 236.11 ... new cost basis 239.53
Jan 11 ... Bought more shares @ 226.12 ... new cost basis 232.82

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
4/3
ANET
Mo
295.28
0.0

0.0

289.37
-2.0
Stopped Out

Apr 3 ... Bought into AI/tech stock.
Apr 4 ... Stopped out for a loss.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
3/18
TXT
Mo
93.06
0.0

0.0

95.22
2.3
Stopped Out

Mar 18 ... Bought into aerospace stock.
Mar 22 ... Moved stop to 95.22.
Apri 1 ... Stopped out for a good gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
3/19
NVDA
Mo
860.71
0.0

0.0

930.92
8.7
Stopped out

Mar 19 ... Bought into AI/semiconductor stock.
Mar 22 ... Moved stop to 930.92.
Mar 27 ... Stopped out for an amazing gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
3/26
PLTR
Mo
24.90
0.0

0.0

23.42
5.4
Stopped out

Mar 26 ... Bought into AI/software stock.
Mar 27 ... Stopped out for a great gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
3/8
META
Mo
501.71
481.19

0.0

504.78
2.7
Stopped Out

Mar 8 ... Bought into AI/chip stock.
Mar 11 ... Bought more shares @ 481.19 ... new cost basis 491.45 .... new stop 479.80
Mar 22 ... Moved stop to 504.80.
Mar 25 ... Stopped out for a good gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
3/13
ARKB
Mo
71.91
0.0

0.0

70.47
-2.0
Stopped Out

Mar 13 ... Bought into AI/chip stock.
Mar 15 ... Stopped oout for a loss.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
3/11
CRM
Mo
303.04
0.0

0.0

296.98
-2.0
Stopped Out

Mar 11 ... Bought into AI/chip stock.
Mar 15 ... Stopped out for a loss.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
3/8
NVDA
Mo
870.00
0.0

0.0

902.21
3.7
Stopped Out

Mar 8 ... Bought into AI/chip stock.
Mar 12 ... Moved stop to 902.21
Mar 13 ... Stopped out for a good gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
3/5
AMD
Mo
205.36
0.0

0.0

208.86
4.0
Stopped Out

Mar 5 ... Bought into AI/chip stock.
Mar 8 ... Moved stop to 208.86 ... Stopped out for a good gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
3/5
AMAT
Mo
205.36
0.0

0.0

211.54
3.0
Stopped Out

Mar 5 ... Bought into AI/chip stock.
Mar 8 ... Moved stop to 211.54 ... Stopped out for a good gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
3/5
NVDA
Mo
840.00
0.0

0.0

911.89
8.6
Stopped Out

Mar 5 ... Bought back into AI/chip stock.
Mar 8 ... Moved stop to 911.49 and Stopped out for a strong gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
2/26
ARKB
Mo
51.74
0.0

0.0

66.69
28.9
Stopped Out

Feb 26 ... Bought into Bitcoin ETF. Moved stop to 55.96.
Mar 5 ... Moved stop to 66.69 and stopped out for a great gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
2/29
CRM
Mo
301.94
0.0

0.0

311.94
3.1
Stopped Out

Feb 29 ... Bought AI stock.
Mar 5 ... Moved stop to 311.94 and stopped out for a good gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
2/21
AMAT
Mo
187.48
0.0

0.0

199.96
6.7
Stopped Out

Feb 21 ... Bought into AI/chip stock.
Feb 28 ... Moved stop to 199.96 Stopped out for a good gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
2/21
NVDA
Mo
667.61
0.0

0.0

788.98
18.2
Stopped Out

Feb 21 ... Bought back into AI/chip stock.
Feb 26 ... Moved stop to 788.98 and got stopped out for a great gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
2/16
NVDA
Mo
730.93
0.0

0.0

716.31
-2.0
Stopped Out

Feb 16 ... Bought back into AI/chip stock.
Feb 20 ... Stopped out for a loss.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
2/15
PLTR
Mo
24.82
0.0

0.0

23.92
-3.6%
Stopped Out

Feb 15 ... Bought into AI/tech stock.
Feb 20 ... Stopped out for a loss.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
2/13
RKLB
Mo
4.40
0.0

0.0

4.80
9.1
Stopped Out

Feb 13 ... Bought into space/rocket stock.
Feb 14 ... Set stop to 4.71
Feb 15 ... Moved stop to 4.80
Feb 20 ... Stopped out for a great gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
2/13
NVDA
Mo
710.64
0.0

0.0

728.96
2.6
Stopped Out

Feb 13 ... Bought into AI semi conductor.
Feb 14 ... Moved stop to 728.96
Feb 15 ... Stopped out for a good gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
2/6
NVDA
Mo
667.39
0.0

0.0

726.94
8.9
Stopped Out

Feb 6 ... Bought into AI semi conductor.
Feb 12 ... Moved stop to 726.94 for a great gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
1/11
RKLB
Mo
5.09
4.93

3.95

4.62
3.1
Stopped Out

Jan 11... Bought into rocket/space stock.
Jan 16 ... Bought more shares @ 4.93 ... new cost basis 5.01
Feb 1 ... Bought more shares @ 3.95 ... new cost basis 4.48
Feb 13 ... Set stop @ 4.62 ... stopped out for good gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
1/29
CRM
Mo
283.10
0.00

0.0

284.90
0.6
Stopped Out

Jan 29... Bought into AI stock.
Feb 2 ... Moved stop to 284.90
Feb 5 ... Stopped out for a tiny gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
1/16
MSFT
Mo
389.40
0.00

0.0

406.96
4.5
Stopped Out

Jan 16... Bought into AI stock.
Jan 24 ... Moved stop to 401.67
Jan 29 ... Moved stop to 406.96
Jan 31 ... Stopped out for a good gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
1/18
WDAY
Mo
281.06
0.0

0.0

294.34
4.7
Stopped Out

Jan 18... Bought into AI stock.
Jan 19 ... Moved stop to 286.91
Jan 24 ... Moved stop to 294.34
Jan 25 ... Stopped out for a great gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
12/15
ANET
Mo
233.35
229.51

0.0

248.77
7.5
Stopped Out

Dec 15 ... Bought into AI stock.
Jan 3 ... Bought more shares @ 229.51 ... new cost basis 231.43 ... new stop 226.80
Jan 11 ... Moved stop to 248.77
Jan 17 ... Stopped out for a great gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
12/29
WDAY
Mo
274.44
265.64

0.0

279.67
3.6
Stopped Out

Dec 29 ... Bought into tech/AI stock.
Jan 2 ... Bought more shares @ 265.64 ... new cost basis 270.04
Jan 11 ... Moved stop to 275.94
Jan 12 ... Moved stop to 279.67
Jan 16 ... Stopped out for a good gain.

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
1/5
RKLB
Mo
5.36
0.0

0.0

5.42
1.1
Stopped Out

Jan 5... Bought into rocket/space stock.
Jan 8 ... Moved stop to 5.42

Date
Company
Type
Stock Price
2nd Purchase
3rd Purchase
STOP
% Return
STATUS
12/26
GRMN
Mo
128.28
124.62

0.0

125.71
-2.0
Stopped Out

Dec 26 ... Bought into aerospace/AI stock.
Jan 3 ... Bought more shares @ 124.62 ... new cost basis 126.45... new stop 123.92
Jan 5 ... Stopped out for a loss.

 

 

 

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