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Sharma_e01ch02_grader_h1_Portfolio.xlsx

DividendPortfolio

Excellent Wealth Management
Company Prime Steel Heartland Healthcare Diamond Five LLP 2x4 Lumber Co. HiTENd Security
Ticker PRIME PULSE FIVE WOOD TEN
Price 41 60 5 24 10
Shares Owned 243.90 166.67 2000.00 416.67 1000.00
Annual Dividends / Share 0 0 0 0 0
Yield Average Annual Income Per Stock
Total Dividends Recieved 0 0 0 0 0
Dividends / Share by Month
JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Total
PRIME 0.37 0 0 0.37 0 0.00 0.37 0 0 0.37 0 0
PULSE 0 0 0.37 0 0 0.37 0 0 0.37 0 0 0.37
FIVE 0 0.04 0 0 0.04 0 0 0.04 0 0 0.04 0
WOOD 0.1 0.09 0.1 0.07 0.09 0.1 0.09 0.1 0.095 0.095 0.1 0.1
TEN 0 0.12 0 0 0.12 0 0 0.12 0 0 0.12 0
Total Dividends by Month
STOCK JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Total
PRIME 90.243 0 0 90.243 0 0 90.243 0 0 90.243 0 0
PULSE 0 0 61.6679 0 0 61.6679 0 0 61.6679 0 0 61.6679
FIVE 0 80 0 0 80 0 0 80 0 0 80 0
WOOD 41.667 37.5003 41.667 29.1669 37.5003 41.667 37.5003 41.667 39.58365 39.58365 41.667 41.667
TEN 0 120 0 0 120 0 0 120 0 0 120 0

Documentation

Excellent Wealth Management
Create Date By Whom Description Workbook Name
12/15/18 Michael Malley Stock Portfolio Monthly Dividend Analysis e01ch02_grader_h1_Portfolio.xlsx
Mod. Date By Whom Mod. Description Last Version Backup Name
: VERSION BACKUP NAME : Before modifying any worksheet, save the original workbook with the following name format: Original name_yyyymmdd
Create Date Sheet Name Creator Purpose
12/15/18 DividendPortfolio Michael Malley Monthly Dividend Income from Stock Portfolio