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emailkb://trading/ira-trades-2026-08-04.md
Ira Trades 2026 08 04
2026-09-05T20:33:37Z
2026-09-05T20:33:37Z
trading
Summary
IRA Trades — Aug 4, 2026
Randy's Schwab Rollover IRA (#1169-3267)
- Cash balance: $18,200.59 (after trades)
Trades Executed
| Action | Ticker | Qty | Price | Total | Notes |
|---|---|---|---|---|---|
| BUY | WYFI | +100 | $26.08 | ($2,608) | TLI #1 priority |
Details
IRA Trades — Aug 4, 2026
Randy's Schwab Rollover IRA (#1169-3267)
- Cash balance: $18,200.59 (after trades)
Trades Executed
| Action | Ticker | Qty | Price | Total | Notes |
|---|---|---|---|---|---|
| BUY | WYFI | +100 | $26.08 | ($2,608) | TLI #1 priority pick. Now 225 total IRA shares. |
| SELL | BULL | -200 | $7.39 | +$1,478 | Cost $14.77/share. Realized loss ~-$1,476. |
| SELL | PRT | -1,281 | $2.14 | +$2,741 | Cost $5.08/share. Realized loss ~-$3,766. |
Net Effect
- Proceeds from sales: ~$4,220
- Deployed into WYFI: $2,608
- Net cash increase: ~$1,612
- Cash balance: $18,200.59
Position Changes
- WYFI: 125 → 225 shares (now at $26.08 avg for the new lot)
- BULL: 200 → 0 shares (closed)
- PRT: 1,281 → 0 shares (closed)
Still to Cut
- MSTY ($654, -92% from cost)
- YETH ($882, -80%)
- COIW ($757, -82%)
- TSLP ($5,388, -43%)