STOCK INVESTMENT

STOCK INVESTMENT
TRACKING SHEET

Transacted Purchase Price Current Gain/Loss

Date STOCK Fees Total Cost Market Value Gain/Loss ($)
Units Per Unit Quote (%)

5/15/2021 CYDF 50 $125.00 $18.00 $6,268.00 $128.20 $6,410.00 $142.00 2.3%

5/22/2021 AFCDS 80 $105.00 $10.00 $8,410.00 $103.15 $8,252.00 -$158.00 -1.9%
6/1/2021 FDCVF 45 $56.00 $15.00 $2,535.00 $66.14 $2,976.30 $441.30 17.4%
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An investment tracking spreadsheet is a very useful tool for any Total cost of accounts $17,213.00
investor. Using this is a simple way for you to keep track of the
value of your investments over time. Whether you’re in charge of Value of accounts $17,638.30
monitoring your investments for your company or you just want to Difference $ $425.30
monitor your personal investments, using an investment tracker
 STOCK INVESTMENT

STOCK INVESTMENT
TRACKING SHEET
An investment tracking spreadsheet is a very useful tool for any
investor. Using this is a simple way for you to keep
Transacted track ofPrice
Purchase the Current Gain/Loss
value Date STOCK
of your investments over time. Units
Whether you’re charge of Fees
in Unit
Per
Total Cost
Quote
Market Value Gain/Loss ($)
(%)
monitoring your investments for your company or you just want to
monitor your personal investments, using an investment tracker
makes the task easier. Difference % 2.5%