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Purchase Information
Name of Stock
Date
(Include Name and
Purchased
Symbol)
2/3/2014 Furiex (FURX)

# of
Shares

Price Per
Share

Total Initial
Investment

35

$105.10

$3,678.50

130

$42.34

$5,504.20

1000

$3.23

$3,230.00

80

$72.06

$5,764.80

2/3/2014 Apple Inc (AAPL)

$508.12

$2,540.60

2/3/2014 Amazon.com (AMZN)

$347.15

$1,735.75

2/3/2014 Southwest (LUV)

250

$20.52

$5,130.00

2/3/2014 Cabot Oil (COG)

150

$41.60

$6,240.00

75

$71.22

$5,341.50

300

$36.27

$10,881.00

2/3/2014 Citigroup Inc ( C)

2/3/2014 Enzo Biochem (ENZ)
2/3/2014 Yum! (YUM)

2/3/2014 Disney (DIS)

2/3/2014 Microsoft (MSFT)

$0.00
$0.00
Total Cost:

$50,046.35

Stock

Week 1 Current Value Week 2 Current Value Week 3

Current Value
Stock Price
2/13
Stock Price
2/21
Stock Price
2/27
$99.92

$3,497.20

$97.37

$3,407.95

$99.00

$3,465.00

$43.30

$5,629.00

$45.97

$5,976.10

$48.68

$6,328.40

$3.30

$3,300.00

$3.98

$3,980.00

$3.82

$3,820.00

$72.98

$5,838.40

$72.95

$5,836.00

$73.95

$5,916.00

$513.50

$2,567.50

$515.30

$2,576.50

$518.88

$2,594.40

$350.55

$1,752.75

$350.95

$1,754.75

$358.97

$1,794.85

$21.08

$5,270.00

$21.76

$5,440.00

$22.47

$5,617.50

$38.32

$5,748.00

$36.68

$5,502.00

$35.76

$5,364.00

$77.83

$5,837.25

$80.22

$6,016.50

$80.09

$6,006.75

$37.67

$11,301.00

$38.25

$11,475.00

$37.32

$11,196.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$50,741.10

$51,964.80

$52,102.90

Stock Transaction Record Form

Valuation Record
Week 4 Current Value Week 5
Current Value
Week 6
Current
Stock Price
3/6
Stock Price
3/10
Stock Price Value 3/18
$90.89

$3,181.15

$89.34

$3,126.90

$93.99

$3,289.65

$50.11

$6,514.30

$49.50

$6,435.00

$47.93

$6,230.90

$3.63

$3,630.00

$3.68

$3,680.00

$4.23

$4,230.00

$77.09

$6,167.20

$76.75

$6,140.00

$75.24

$6,019.20

$532.03

$2,660.15

$532.32

$2,661.60

$529.05

$2,645.25

$373.42

$1,867.10

$370.31

$1,851.55

$375.16

$1,875.80

$23.08

$5,770.00

$23.62

$5,905.00

$23.94

$5,985.00

$34.92

$5,238.00

$34.76

$5,214.00

$33.22

$4,983.00

$83.31

$6,248.25

$82.13

$6,159.75

$81.53

$6,114.75

$38.01

$11,403.00

$37.89

$11,367.00

$39.82

$11,946.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$52,679.15

$52,540.80

$53,319.55

Week 7 Current Value

Week 8
Week 9
Current Value
Current Value
Stock Price
3/24
Stock Price
Stock Price
$91.58

$3,205.30

$84.03

$2,941.05

$77.49

$2,712.15

$50.24

$6,531.20

$46.23

$6,009.90

$48.22

$6,268.60

$4.25

$4,250.00

$4.19

$4,190.00

$4.27

$4,270.00

$74.73

$5,978.40

$75.19

$6,015.20

$76.70

$6,136.00

$539.75

$2,698.75

$523.48

$2,617.40

$521.68

$2,608.40

$353.96

$1,769.80

$317.11

$1,585.55

$323.65

$1,618.25

$23.17

$5,792.50

$23.23

$5,807.50

$23.08

$5,770.00

$32.75

$4,912.50

$32.67

$4,900.50

$36.98

$5,547.00

$79.85

$5,988.75

$77.57

$5,817.75

$79.33

$5,949.75

$40.25

$12,075.00

$39.36

$11,808.00

$39.78

$11,934.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$53,202.20

$51,692.85

$52,814.15

Beth Renz

Name:

Class Period:

Week 10
Stock Price

Date Sold

Total Rec'd

Net Gain/Loss

$104.17

$3,645.95

(32.55)

$47.73

$6,204.90

700.70

$4.07

$4,070.00

840.00

$76.20

$6,096.00

331.20

$20,740.30

$103,701.50

101,160.90

$308.10

$1,540.50

(195.25)

$24.23

$6,057.50

927.50

$38.78

$5,817.00

(423.00)

$81.56

$6,117.00

775.50

$39.71

$11,913.00

1,032.00

$0.00

0.00

$0.00

0.00

$155,163.35

Return on
Investment

105,117.00

210.04%

dfcake