Additional Excel
DeTazz
exc2_-_mini_case_stock_portfolio.zipEXC_2_MC_Stock Portfolio.xlsx
Summary
| Justine Temps' Stock Portfolio | ||||||
| Portfolio Summary Section | ||||||
| Total Value: | ||||||
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win200: Enter the appropriate formula/function to calculate the total current return value of the portfolio | Average Value: | |||||
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win200: Enter the appropriate formula/function to calculate the average current return value of the portfolio | Largest Gain: | |||||
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win200: Enter the appropriate formula/function to calculate the largest positive return value of the portfolio. If there is no positive return, then the cell should display "No Gainers" | Largest Loss: | |||||
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win200: 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" | Lookup Section | |||||
| Stock Symbol: | ||||||
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win200: Enter Stock Symbol from Protfolio here | Company Name: | |||||
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win200: Use an appropriate function to look up the Company Name from the Portfolio page based on the value provided above for the Stock Symbol | Purchase Date: |
win200: Use an appropriate function to look up the Purchase Date from the Portfolio page based on the value provided above for the Stock Symbol | Quantity: | |||
| Purchase Price: |
win200: Use an appropriate function to look up the Purchase Price from the Portfolio page based on the value provided above for the Stock Symbol |
win200: Use an appropriate function to look up the Quantity from the Portfolio page based on the value provided above for the Stock Symbol | Purchase Commission: | |||
| Current Price: |
win200: Use an appropriate function to look up the Current Price from the Portfolio page based on the value provided above for the Stock Symbol |
win200: Use an appropriate function to look up the Purchase Commission from the Portfolio page based on the value provided above for the Stock Symbol | Commission if Sold: | |||
| Return Value: | ||||||
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win200: Use an appropriate function to look up the Return Value from the Portfolio page based on the value provided above for the Stock Symbol |
win200: 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 |
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 | |||||||||
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win200: 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. |
win200: Search the web for the current price of this stock. |
win200: 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. |
win200: 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. | AMGN | Amgen | 7/10/06 | 30 | $66.39 | |||||
| BBW | Build A Bear Workshop | 7/10/06 | 80 | $20.90 | |||||||||
| BUD | Anheuser Busch | 7/10/06 | 60 | $45.96 | |||||||||
| C | CitiGroup | 7/10/06 | 50 | $49.08 | |||||||||
| GCI | Gannett Co. Inc. | 7/10/06 | 50 | $56.49 | |||||||||
| GOOG | Google, Inc | 7/10/06 | 5 | $425.00 | |||||||||
| GPW | Gerogia Power | 7/10/06 | 80 | $21.55 | |||||||||
| INTC | Intel Corporation | 7/10/06 | 80 | $18.56 | |||||||||
| JBLU | JetBlue Airways Corp. | 7/10/06 | 90 | $12.10 | |||||||||
| LOW | Lowe's Companies Inc. | 7/10/06 | 80 | $28.96 | |||||||||
| MCD | McDonalds Inc | 7/10/06 | 65 | $33.18 | |||||||||
| MOT | Motorola Inc. | 7/10/06 | 80 | $19.81 | |||||||||
| NSC | Norfolk Southern Co. | 7/10/06 | 50 | $51.55 | |||||||||
| SUNW | Sun Microsystems Inc | 7/10/06 | 200 | $3.91 | |||||||||
| UPS | United Parcel Services | 7/10/06 | 20 | $81.09 | |||||||||
| VIA | Viacom Inc | 7/10/06 | 65 | $34.80 | |||||||||
| WMT | Wal-Mart Stores Inc. | 7/10/06 | 50 | $46.00 | |||||||||
| XOM | Exxon Mobil Corp. | 7/10/06 | 40 | $62.82 | |||||||||
| YHOO | Yahoo, inc | 7/10/06 | 70 | $32.50 |
