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  • Lexi Wojtowicz Stock Assignment

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    The document contains a portfolio tracking three stocks - Apple, Wendy's, and Zoom - from September 18 to November 19. It lists the company name and symbol, number of shares held, purchase date cost per share and total value, reasons for purchase, and periodic updates to cost per share, total value, and overall portfolio value. The portfolio saw overall gains in Apple and Zoom but losses in Wendy's over the period tracked.

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    The document contains a portfolio tracking three stocks - Apple, Wendy's, and Zoom - from September 18 to November 19. It lists the company name and symbol, number of shares held, purchase date cost per share and total value, reasons for purchase, and periodic updates to cost per share, total value, and overall portfolio value. The portfolio saw overall gains in Apple and Zoom but losses in Wendy's over the period tracked.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    16 views9 pages

    Lexi Wojtowicz Stock Assignment

    Uploaded by

    api-580843813
    The document contains a portfolio tracking three stocks - Apple, Wendy's, and Zoom - from September 18 to November 19. It lists the company name and symbol, number of shares held, purchase date cost per share and total value, reasons for purchase, and periodic updates to cost per share, total value, and overall portfolio value. The portfolio saw overall gains in Apple and Zoom but losses in Wendy's over the period tracked.

    Copyright:

    © All Rights Reserved
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 9

    company name symbol # of shares Sept 18, cost per share

    Apple AAPL 14 146.06


    Wendy's WEN 3 22.91
    Zoom ZM 10 287.68
    Total

    Reason For Purchase


    Apple Like their products
    wendy's favourite restaurant
    zoom think it's going to blow up with covid

    Lexi Wojtowicz
    Sept 18, total value Sept 24, cost per share Sept 24, total value
    2044.84 146.97 2057.58
    68.73 23.06 69.18
    2876.8 271.23 2712.3
    4990.37 4839.06

    -162.85

    Lexi Wojtowicz
    October 1, cost per share october 1, total value october 8, cost per share
    142.4 1993.6 142.9
    22.32 66.96 22.15
    268.77 2687.7 255.05
    4748.26

    Lexi Wojtowicz
    October 8, Total Value Oct 15, cost per share Oct 15, total value
    2000.6 144.52 2023.28
    66.45 22.16 66.48
    2550.5 265.73 2657.3
    4617.55 4747.06

    Lexi Wojtowicz
    Oct 22, cost per share Oct 22, Total Value oct 29, cost per share
    149.22 2089.08 149.8
    22.56 67.68 22.3
    279.74 2797.4 274.65
    4954.16

    Lexi Wojtowicz
    oct 29, total value Nov. 5, cost per share Nov. 5, total value
    2097.2 151.28 2117.92
    66.9 22.73 68.19
    2746.5 264.7 2647
    4910.6 4833.11

    Lexi Wojtowicz
    Nov 19, Cost per share Nov 19, total value
    160.55 2247.7
    22.04 66.12
    251.37 2513.7
    4827.52

    Lexi Wojtowicz
    Cost Per Share
    350.00

    300.00

    250.00

    200.00

    150.00

    100.00

    50.00

    0.00

    Apple Wendy's Zoom


    Total Value
    5100

    5000

    4900

    4800

    4700

    4600

    4500

    4400

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