The month of June is drawing to a close. It was a nice month for the stock market - a plus of about 2.7% - compared to 2022 (-8.6%).
not much is missing and the "losses" of 2022 are equalized.
some positions have changed.
$ALV (-0,79%) was sold and replaced by $AJG (+0,77%) replaced.
$ULVR (+1,19%) was replaced by $PEP (+1,07%) replaced.
$TSM (+0,34%) was sold and $MELI (+2,41%) & $CDNS (-0,2%) are new in the depot.
.... bissl here and bissl there was stocked up.

