2020 Yearbook
Investment Portfolio as of 12/31/2019
| Institution |
Type of |
Earnings | Cost |
Market |
|---|---|---|---|---|
|
Consolidated Fund
|
||||
|
Friends Fiduciary
|
Consolidated Fund
|
22,643
|
414,749
|
587,665
|
|
Total Consolidated Funds Investments
|
22,643
|
414,749
|
587,665
|
|
|
|
||||
|
Stocks & Bonds
|
||||
|
Morgan Stanley
|
Stocks
|
22,977
|
531,001
|
753,490
|
|
Sandy Spring Bancorp
|
30 shares
|
34
|
Gift
|
939
|
|
Total Stocks & Bonds
|
23,010
|
531,001
|
754,429
|
|
|
|
||||
|
Grand Totals
|
45,653
|
945,750
|
1,342,095
|
|
