Instructions: Fill in the information in the blue highlighted

sections. All other cells are locked and can not be modified.
All calculations will be made automatically. Your welcome.
Purchase Information
Date
Purchased

Name of Stock
(Include Name
and Symbol)

Tesla motors
2/3/2016 (TSLA)

# of
Price Per
Shares
Share
51

$171.21

100

$25.04

2/3/2016

100

$42.25

General motors
2/3/2016 (GM)

150

$28.26

150

$31.25

200

$15.75

25

$65.30

92

$117.31

10

$441.96

70

$79.90

Blackstone (BX)
2/3/2016
Delta Airlines (DAL)

Solar city (SCTY)

2/3/2016
FitBit (FIT)
2/3/2016
Wal-Mart (WMT)
2/3/2016
Boeing (BA
2/3/2016
Chipolte (CMG)
2/3/2016
Chevron (CVX)
2/3/2016

Total Cost:

Stoc

ue highlighted
not be modified.
Your welcome.

Total Initial
Investment

Week 1
Stock
Price

Current
Value

Week 2
Stock
Price

Current
Value

$8,731.71

$179.22 $9,140.22

$208.59 $10,638.09

$2,504.00

$25.32 $2,532.00

$27.50 $2,750.00

$4,225.00

$49.29 $4,929.00

$47.53 $4,753.00

$4,239.00

$29.00 $4,350.00

$31.22 $4,683.00

$4,687.50

$18.70 $2,805.00

$25.89 $3,883.50

$3,150.00

$12.46 $2,492.00

$13.69 $2,738.00

$1,632.50

$67.80 $1,695.00

$67.65 $1,691.25

$10,792.52

$116.84 $10,749.28

$124.92 $11,492.64

$4,419.60

$506.00 $5,060.00

$506.34 $5,063.40

$5,593.00

$84.34 $5,903.80

$95.54 $6,687.80

$0.00

$0.00

$0.00

Week 3
Stock
Price

$0.00
$49,974.83

$0.00

$0.00

$49,656.30

$54,380.68

Stock Transaction Record Form

Valuation Record
Current
Value

Week 4
Stock
Price

Current
Value

Week 5
Stock
Price

Current
Value

$0.00

$264.08 $13,468.08

$252.18 $12,861.18

$0.00

$27.61 $2,761.00

$29.12 $2,912.00

$0.00

$46.94 $4,694.00

$47.46 $4,746.00

$0.00

$29.81 $4,471.50

$30.57 $4,585.50

$0.00

$28.65 $4,297.50

$28.93 $4,339.50

$0.00

$15.56 $3,112.00

$16.79 $3,358.00

$0.00

$68.87 $1,721.75

$69.15 $1,728.75

$0.00

$127.88 $11,764.96

$131.06 $12,057.52

$0.00

$448.97 $4,489.70

$464.39 $4,643.90

$0.00

$94.71 $6,629.70

$97.20 $6,804.00

$0.00

$0.00

$0.00

Week 6
Stock
Price
$248.93

$0.00
$0.00

$0.00

$0.00

$57,410.19

$58,036.35

d Form

Record
Current
Value

Week 7
Stock
Price

Current
Value

Week 8
Stock
Price

Current
Value

Week 9
Stock
Price

$12,695.43

$0.00

$214.00 $10,914.00

$208.66

$0.00

$0.00

$26.80 $2,680.00

$26.22

$0.00

$0.00

$41.86 $4,186.00

$41.90

$0.00

$0.00

$30.62 $4,593.00

$31.12

$0.00

$0.00

$24.20 $3,630.00

$19.28

$0.00

$0.00

$14.61 $2,922.00

$13.78

$0.00

$0.00

$66.97 $1,674.25

$65.43

$0.00

$0.00

$131.65 $12,111.80

$134.08

$0.00

$0.00

$434.45 $4,344.50

$457.64

$0.00

$0.00

$102.03 $7,142.10

$101.54

$0.00

$0.00

$0.00

$0.00
$12,695.43

$0.00
$0.00

$0.00
$54,197.65

Name:
Class Period:

Current
Value

Week 10
Stock
Price

Date
Sold

Total Rec'd

Net
Gain/Loss

$10,641.66

$0.00

(8,731.71)

$2,622.00

$0.00

(2,504.00)

$4,190.00

$0.00

(4,225.00)

$4,668.00

$0.00

(4,239.00)

$2,892.00

$0.00

(4,687.50)

$2,756.00

$0.00

(3,150.00)

$1,635.75

$0.00

(1,632.50)

$12,335.36

$0.00

(10,792.52)

$4,576.40

$0.00

(4,419.60)

$7,107.80

$0.00

(5,593.00)

$0.00

$0.00

0.00

$0.00
$53,424.97

$0.00

0.00

$0.00
(49,974.83)

Return on
Investment
-100.00%

dfcake