Scribd Logo
Upload

Welcome to Scribd!

  • Excel Lab 2-8

    Uploaded by

    api-233183465
    8 views2 pages
    The Sock-It-Away Stock Club invested a total of $3,000 in 9 companies, with an initial total value of $130,415.50. As of the current date, the total value had increased to $140,947.50, representing a gain of $10,532 or 8.07%. Microsoft and PepsiCo saw the largest gains over 22%, while Caterpillar and Apple had losses around 15-16%. Overall the portfolio averaged a gain of around 13% since its inception.

    Original Description:

    Original Title

    excel lab 2-8

    Copyright

    © Attribution Non-Commercial (BY-NC)

    Available Formats

    XLSX, PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    Report this Document
    The Sock-It-Away Stock Club invested a total of $3,000 in 9 companies, with an initial total value of $130,415.50. As of the current date, the total value had increased to $140,947.50, representing a gain of $10,532 or 8.07%. Microsoft and PepsiCo saw the largest gains over 22%, while Caterpillar and Apple had losses around 15-16%. Overall the portfolio averaged a gain of around 13% since its inception.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    8 views2 pages

    Excel Lab 2-8

    Uploaded by

    api-233183465
    The Sock-It-Away Stock Club invested a total of $3,000 in 9 companies, with an initial total value of $130,415.50. As of the current date, the total value had increased to $140,947.50, representing a gain of $10,532 or 8.07%. Microsoft and PepsiCo saw the largest gains over 22%, while Caterpillar and Apple had losses around 15-16%. Overall the portfolio averaged a gain of around 13% since its inception.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 2

    Sock-It-Away Stock Club

    Summary of Investments
    Company
    Apple
    Caterpillar
    Disney
    General Electric
    Metlife
    Microsoft
    PepsiCo
    Target
    Wal-Mart
    Totals
    Average
    Highest
    Lowest

    Stock
    Symbol
    AAPL
    CAT
    DIS
    GE
    MET
    MSFT
    PEP
    TGT
    WMT

    Purchase
    Date
    Shares
    3/3/2007 $ 250.00
    6/14/2008
    200.00
    10/11/2006
    300.00
    3/4/2009
    500.00
    1/15/2008
    200.00
    11/15/2006
    500.00
    2/15/2006
    350.00
    5/11/2004
    450.00
    4/14/2009
    250.00
    $ 3,000.00
    333.33333
    500
    200

    Initial
    Price per
    share
    $ 86.17
    81.74
    31.06
    7.24
    60.92
    29.20
    57.86
    44.11
    50.81
    $ 449.11
    $ 49.90
    $ 86.17
    $ 7.24

    Initial Cost
    $ 21,542.50
    16,348.00
    9,318.00
    3,620.00
    12,184.00
    14,600.00
    20,251.00
    19,849.50
    12,702.50
    $ 130,415.50
    $ 14,490.61
    $ 21,542.50
    $ 3,620.00

    Current
    Price per
    Share
    $ 75.32
    69.02
    37.38
    9.39
    77.09
    36.30
    70.65
    44.02
    57.20
    $ 476.37
    $ 52.93
    $ 77.09
    $ 9.39

    Club
    Current Value
    $
    18,830.00
    13,804.00
    11,214.00
    4,695.00
    15,418.00
    18,150.00
    24,727.50
    19,809.00
    14,300.00
    $ 140,947.50
    $
    15,660.83
    $
    24,727.50
    $
    4,695.00

    Gain/Loss
    $ (2,712.50)
    (2,544.00)
    1,896.00
    1,075.00
    3,234.00
    3,550.00
    4,476.50
    (40.50)
    1,597.50
    $ 10,532.00
    $ 1,170.22
    $ 4,476.50
    $ (2,712.50)

    Percent
    Gain/Loss
    -12.59%
    -15.56%
    20.35%
    29.70%
    26.54%
    24.32%
    22.11%
    -0.20%
    12.58%
    107.23%
    29.70%
    -15.56%

    You might also like