Trading Command Center
Review proposed trades as a batch — approve or reject inline
2
Pending
2
Executed
1
Rejected
14
Decisions
| Account | Sell | Buy | Buying Power | Remaining |
|---|---|---|---|---|
| NW-TRUST | $0 | $0 | $23,130,000 | $23,130,000 |
| NW-GROWTH | $190,296 | $128,148 | $14,519,000 | $14,581,148 |
| NW-LLC | $0 | $0 | $3,438,000 | $3,438,000 |
| NW-FDN | $0 | $0 | $3,779,000 | $3,779,000 |
| NW-ROTH | $0 | $0 | $1,649,000 | $1,649,000 |
| TOTAL | $190,296 | $128,148 | $46,515,000 | $46,577,148 |
buying power as of 10/07/2026
Pending Proposals
2 awaiting review
+ New Trade Proposal
History
6 trades
· 14 decisions
click to expand
| Date | Ticker | Type | Shares | Price | Account | Status | By | Reason | |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-06 |
AMD
Advanced Micro Devices, Inc.
|
TRIM | 300 | $634.32 | NW-GROWTH | Proposed | Toviya | Weight drifted above the single-name limit after the run; trim back to target. | |
| 2026-10-05 |
ANET
Arista Networks, Inc.
|
BUY | 600 | $215.36 | NW-GROWTH | Proposed | Morgan | PM call - starter position after the desk aligned on Arista Networks, Inc.. Size to be confirmed at approval. | |
| 2026-10-02 |
ETN
Eaton Corporation, PLC
|
ADD | 200 | $433.48 | NW-TRUST | Approved | Toviya | Add on weakness; the segment re-accelerated and the sleeve is under-weight the name. | |
| 2026-09-28 |
DIS
Walt Disney Company (The)
|
SELL | 400 | $105.54 | NW-LLC | Rejected | Toviya | Thesis needs a catalyst we no longer see; recycle the capital into the pipeline. | |
| 2026-09-17 |
LLY
Eli Lilly and Company
|
ADD | 150 | $1,137.66 | NW-TRUST | Executed | Toviya | Filling out the position after the sleeve rebalance freed capital. | |
| 2026-09-07 |
NFLX
Netflix, Inc.
|
TRIM | 250 | $71.13 | NW-GROWTH | Executed | Morgan | Size discipline: trimmed a tenth into strength. |
+ Log Decision
| Date | Ticker | Type | Rationale | Risk | Owner | Outcome |
|---|---|---|---|---|---|---|
| 2026-09-30 | VZ | Trim | Thesis intact; position kept at current size. | Customer concentration. | Toviya | |
| 2026-08-23 | NVDA | Initiate | Weight drifted above the sleeve limit; trimmed back. | Rates sensitivity. | Toviya | |
| 2026-07-02 | NFLX | Review | Weight drifted above the sleeve limit; trimmed back. | Rates sensitivity. | Toviya | |
| 2026-06-10 | SCHW | Hold | Awaiting the next report before sizing up. | Customer concentration. | Toviya | |
| 2026-05-15 | SPY | Hold | Segment growth re-accelerated; added a third. | Customer concentration. | Toviya | |
| 2026-04-12 | JNJ | Exit | Management change; thesis under review. | Execution risk on the new product cycle. | Toviya | |
| 2026-04-03 | VZ | Trim | Weight drifted above the sleeve limit; trimmed back. | Regulatory review pending. | Toviya | |
| 2026-03-13 | GOOGL | Initiate | Segment growth re-accelerated; added a third. | Execution risk on the new product cycle. | Toviya | |
| 2026-02-02 | MS | Review | Awaiting the next report before sizing up. | Execution risk on the new product cycle. | Toviya | |
| 2025-12-22 | TJX | Exit | Segment growth re-accelerated; added a third. | Rates sensitivity. | Toviya | |
| 2025-11-28 | ASML | Add | Management change; thesis under review. | Rates sensitivity. | Toviya | |
| 2025-10-29 | SCHW | Exit | Awaiting the next report before sizing up. | Regulatory review pending. | Toviya | |
| 2025-10-23 | FCX | Trim | Awaiting the next report before sizing up. | Execution risk on the new product cycle. | Toviya | |
| 2025-09-11 | MU | Initiate | Segment growth re-accelerated; added a third. | Regulatory review pending. | Toviya |
Reject Trade
Toviya