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    The document summarizes the holdings of the It's My Money Stock Club portfolio. It lists 6 stocks purchased between September 2014 and December 2014. The total initial investment across the 6 stocks was $89,625. The current combined market value is $187,408.50, representing a gain of $97,783.50 over the initial investment. Boeing has the largest number of shares purchased at 800, while Wal-Mart has the fewest at 200 shares.

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    The document summarizes the holdings of the It's My Money Stock Club portfolio. It lists 6 stocks purchased between September 2014 and December 2014. The total initial investment across the 6 stocks was $89,625. The current combined market value is $187,408.50, representing a gain of $97,783.50 over the initial investment. Boeing has the largest number of shares purchased at 800, while Wal-Mart has the fewest at 200 shares.

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    Download as XLSX, PDF, TXT or read online from Scribd
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    18 views2 pages

    Stockstuff

    Uploaded by

    api-340932396
    The document summarizes the holdings of the It's My Money Stock Club portfolio. It lists 6 stocks purchased between September 2014 and December 2014. The total initial investment across the 6 stocks was $89,625. The current combined market value is $187,408.50, representing a gain of $97,783.50 over the initial investment. Boeing has the largest number of shares purchased at 800, while Wal-Mart has the fewest at 200 shares.

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    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
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    of 2

    It's My Money Stock Club

    Initial
    Date Quantity Price per
    Stock Symbol Purchased Purchased Share
    Boeing BA 9/1/2014 800 $33.00
    Citigroup C 10/11/2014 600 $12.50
    Disney DIS 12/21/2014 500 $17.50
    Merck MRK 11/22/2014 500 $37.25
    Bank of America BOA 10/12/2014 350 $42.50
    Wal-Mart WMT 12/16/2014 200 $65.00

    Total

    Average 491.666667 $34.63


    Highest 800 $65.00
    Lowest 200 $12.50
    ney Stock Club
    Percent
    Current of
    Price per Current Portfolio
    Initial Value Share Market Value Gain/Loss Value
    $26,400.00 $166.84 $133,472.00 $107,072.00 0.571329
    $7,500.00 $57.67 $34,602.00 $27,102.00 0.144615
    $8,750.00 $109.37 $54,685.00 $45,935.00 0.245106
    $18,625.00 $64.71 $32,355.00 $13,730.00 0.073262
    $14,875.00 $23.11 $8,088.50 ($6,786.50) -0.036212
    $13,000.00 $66.78 $13,356.00 $356.00 0.0019

    $187,408.50

    $14,858.33 $81.41 $46,093.08 $31,234.75


    $26,400 $166.84 $133,472.00 $107,072.00
    $8,750.00 $23.11 $8,088.50 $6,786.50

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