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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)

8/1/2016 Honeywell Int. HON

# of
Shares

Price Per
Share

100

$102.24

70

$59.75

100

$8.50

8/1/2016 Amazon AMZN

30

$577.20

8/1/2016 Suncor En. SU

100

$22.74

8/1/2016 Under Armour UA

30

$84.45

8/1/2016 Trip Advisor TRIP

31

$67.19

8/1/2016 Chevron CHV.F

71

$77.90

8/1/2016 At&t T

55

$36.18

100

$30.17

8/1/2016 AIG
8/1/2016 Vivint Solar Inc.VSLR

8/1/2016 Pfizer.Inc PFE.BE

Total Cost:

ghlighted
modified. All
ome.

Total Initial
Investment

Week 1
Stock
Price

Current
Value

Week 2
Stock
Price

Current
Value

$10,224.00

$0.00

$0.00

$4,182.50

$0.00

$0.00

$850.00

$0.00

$0.00

$17,316.00

$0.00

$0.00

$2,274.00

$0.00

$0.00

$2,533.50

$0.00

$0.00

$2,082.89

$0.00

$0.00

$5,530.90

$0.00

$0.00

$1,989.90

$0.00

$0.00

$3,017.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$50,000.69

$0.00

$0.00

Stock Transaction Record

Valuation
Week 3
Stock
Price

Current
Value

Week 4
Stock
Price

Current
Value

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Week 5
Stock
Price

$0.00

$0.00

on Record Form
Valuation Record
Current
Value

Week 6
Stock
Price

Current
Value

Week 7
Stock
Price

Current
Value

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Name:
Class Period:

Week 8
Stock Price

Current
Value

Week 9
Stock
Price

Current
Value

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

$0.00

Week 10
Stock
Price

$0.00

$0.00

Date
Sold

Total Rec'd Net Gain/Loss

$0.00

(10,224.00)

$0.00

(4,182.50)

$0.00

(850.00)

$0.00

(17,316.00)

$0.00

(2,274.00)

$0.00

(2,533.50)

$0.00

(2,082.89)

$0.00

(5,530.90)

$0.00

(1,989.90)

$0.00

(3,017.00)

$0.00

0.00

$0.00

0.00

Return on
Investment

$0.00
(50,000.69)

-100.00%

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