Last One - Wvinyl Only
DeTazz
completed-excel_2_mc_stock_portfolio.xlsSummary
| Justine Temps' Stock Portfolio | |||||
| Portfolio Summary Section | |||||
| Total Value: | 2091.41045 | ||||
| Average Value: | 104.5705225 | ||||
| Largest Gain: | $220.82 | ||||
| Largest Loss: | |||||
| Lookup Section | |||||
| Stock Symbol: | AA | ||||
| Company Name: | Alcoa Inc. | ||||
| Purchase Date: | 7/10/06 | Quantity: | 70 | ||
| Purchase Price: | 33.55 | Purchase Commission: | 0.15% | ||
| Current Price: | $35.64 | Commission if Sold: | 0.20% | ||
| Return Value: | 137.78765 |
Enter Stock Symbol from Protfolio here
Use an appropriate function to look up the Company Name from the Portfolio page based on the value provided above for the Stock Symbol
Use an appropriate function to look up the Purchase Date from the Portfolio page based on the value provided above for the Stock Symbol
Use an appropriate function to look up the Purchase Price from the Portfolio page based on the value provided above for the Stock Symbol
Use an appropriate function to look up the Current Price from the Portfolio page based on the value provided above for the Stock Symbol
Use an appropriate function to look up the Return Value from the Portfolio page based on the value provided above for the Stock Symbol
Use an appropriate function to look up the Quantity from the Portfolio page based on the value provided above for the Stock Symbol
Use an appropriate function to look up the Purchase Commission from the Portfolio page based on the value provided above for the Stock Symbol
Use an appropriate function to look up the Commission if Sold from the Portfolio page based on the value provided above for the Stock Symbol
Enter the appropriate formula/function to calculate the total current return value of the portfolio
Enter the appropriate formula/function to calculate the average current return value of the portfolio
Enter the appropriate formula/function to calculate the largest negative return value of the portfolio. If there is no negative return, then the cell should display "No Losers"
Portfolio
| Justine Temps' Stock Portfolio | ||||||||
| Purchase Commission Rate: | 0.15% | |||||||
| Sales Commission Rate: | 0.20% | |||||||
| Stock Symbol | Company Name | Purchase Date | Quantity | Purchase Price | Purchase Commission | Current Price | Commission if Sold | Return Value |
| AA | Alcoa Inc. | 7/10/06 | 70 | $33.55 | 3.52275 | $35.64 | 4.9896 | $137.79 |
| AMGN | Amgen | 7/10/06 | 30 | $66.39 | $2.99 | $68.71 | 4.1226 | $62.49 |
| BBW | Build A Bear Workshop | 7/10/06 | 80 | $20.90 | $2.51 | $23.09 | 3.6944 | $169.00 |
| BUD | Anheuser Busch | 7/10/06 | 60 | $45.96 | $4.14 | $46.55 | 5.586 | $25.68 |
| C | CitiGroup | 7/10/06 | 50 | $49.08 | $3.68 | $50.98 | 5.098 | $86.22 |
| GCI | Gannett Co. Inc. | 7/10/06 | 50 | $56.49 | $4.24 | $56.90 | 5.69 | $10.57 |
| GOOG | Google, Inc | 7/10/06 | 5 | $425.00 | $3.19 | $426.50 | 4.265 | $0.05 |
| GPW | Gerogia Power | 7/10/06 | 80 | $21.55 | $2.59 | $24 | 3.84 | $189.57 |
| INTC | Intel Corporation | 7/10/06 | 80 | $18.56 | $2.23 | $20.76 | 3.3216 | $170.45 |
| JBLU | JetBlue Airways Corp. | 7/10/06 | 90 | $12.10 | $1.63 | $14.12 | 2.5416 | $177.62 |
| LOW | Lowe's Companies Inc. | 7/10/06 | 80 | $28.96 | $3.48 | $30.09 | 4.8144 | $82.11 |
| MCD | McDonalds Inc | 7/10/06 | 65 | $33.18 | $3.24 | $35.86 | 4.6618 | $166.30 |
| MOT | Motorola Inc. | 7/10/06 | 80 | $19.81 | $2.38 | $22.05 | 3.528 | $173.29 |
| NSC | Norfolk Southern Co. | 7/10/06 | 50 | $51.55 | $3.87 | $52.62 | 5.262 | $44.37 |
| SUNW | Sun Microsystems Inc | 7/10/06 | 200 | $3.91 | $1.17 | $5.03 | 2.012 | $220.82 |
| UPS | United Parcel Services | 7/10/06 | 20 | $81.09 | $2.43 | $85.07 | 3.4028 | $73.76 |
| VIA | Viacom Inc | 7/10/06 | 65 | $34.80 | $3.39 | $35.74 | 4.6462 | $53.06 |
| WMT | Wal-Mart Stores Inc. | 7/10/06 | 50 | $46.00 | $3.45 | $47.33 | 4.733 | $58.32 |
| XOM | Exxon Mobil Corp. | 7/10/06 | 40 | $62.82 | $3.77 | $64.20 | 5.136 | $46.29 |
| YHOO | Yahoo, inc | 7/10/06 | 70 | $32.50 | $3.41 | $34.67 | 4.8538 | $143.63 |
Insert a formula or function here that will calculate the purchase commission.
Purchase commission = purchase commission rate times quantity times purchase price.
Use cell addresses for each value. DO NOT type any numbers into the formula.
Copy your formula to the other cells in this column.
Search the web for the current price of this stock.
Insert a formula or function here that will calculate the commission if sold.
Commission if sold = commission if sold rate times quantity times purchase price.
Use cell addresses for each value. DO NOT type any numbers into the formula.
Copy your formula to the other cells in this column.
Insert a formula or function here that will calculate the return value. This is the amount of money that Justine will earn minus the cost of the investment.
return value = current price times quantity
minus purchase price times quantity
minus the purchase commission
minus the commission if sold..
Use cell addresses for each value. DO NOT type any numbers into the formula.
Copy your formula to the other cells in this column.
Insert a formula or function here that will calculate the purchase commission.
Purchase commission = purchase commission rate times quantity times purchase price.
Use cell addresses for each value. DO NOT type any numbers into the formula.
Copy your formula to the other cells in this column.
