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Obsidian/Investments/Equity Investments.md

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Alias Tag Date DocType Hierarchy TimeStamp location CollapseMetaTable
Equity Investment
Wealth
Equity
2021-08-17 Confidential Root2
51.514678599999996
-0.18378583926867909
Yes

Parent:: @Investment master

 

name Save
type command
action Save current file
id Save

^button-EquityInvSave

 

Equity Investments

 

title: Summary
collapse: open
The note summarises investment made in public Equity.

 

style: number

 

 

Investment overview

 

	Table Investment.Ccy as "Currency", Investment.Style as "Style", Investment.Stage as "Stage" from "Investments"
	Where DocType = "Investment" and Investment.Type = "Equity"
	Sort file.name ascending

 

 

Transactions overview

 

	Table Investment.Ccy as "Currency", Trading.PPrice as "Price at Purchase", Trading.PDate as "Investment Date" from "Investments"
	Where DocType = "Investment" and Investment.Type = "Equity"
	Sort file.name ascending

 

 

Equity investment monitor

 

 

Airbus

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path includes Airbus
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Thalès

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path includes Thalès
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Valneva

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path includes Valneva
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