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    Excel 4

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    The Sock-It-Away Stock Club invested in 9 stocks between 2004-2009, with an initial total investment of $130,415.50. As of the report date, the current total value was $140,947.50, representing a gain of $10,532 or 8.08%. Microsoft had the highest percent gain at 29.7% while Caterpillar had the largest loss at -15.56%. On average, stocks gained 1.17% with a highest individual stock gain of $4,476.50 for Microsoft and lowest loss of -$2,712.50 for Apple.

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    Excel 4

    Uploaded by

    api-233183377
    31 views2 pages
    The Sock-It-Away Stock Club invested in 9 stocks between 2004-2009, with an initial total investment of $130,415.50. As of the report date, the current total value was $140,947.50, representing a gain of $10,532 or 8.08%. Microsoft had the highest percent gain at 29.7% while Caterpillar had the largest loss at -15.56%. On average, stocks gained 1.17% with a highest individual stock gain of $4,476.50 for Microsoft and lowest loss of -$2,712.50 for Apple.

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    The Sock-It-Away Stock Club invested in 9 stocks between 2004-2009, with an initial total investment of $130,415.50. As of the report date, the current total value was $140,947.50, representing a gain of $10,532 or 8.08%. Microsoft had the highest percent gain at 29.7% while Caterpillar had the largest loss at -15.56%. On average, stocks gained 1.17% with a highest individual stock gain of $4,476.50 for Microsoft and lowest loss of -$2,712.50 for Apple.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
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    31 views2 pages

    Excel 4

    Uploaded by

    api-233183377
    The Sock-It-Away Stock Club invested in 9 stocks between 2004-2009, with an initial total investment of $130,415.50. As of the report date, the current total value was $140,947.50, representing a gain of $10,532 or 8.08%. Microsoft had the highest percent gain at 29.7% while Caterpillar had the largest loss at -15.56%. On average, stocks gained 1.17% with a highest individual stock gain of $4,476.50 for Microsoft and lowest loss of -$2,712.50 for Apple.

    Copyright:

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    Sock-It-Away Stock Club

    Summary of Investments
    Stock
    Company Symbol
    Apple
    AAPL
    Caterpillar CAT
    Disney
    DIS
    General Eletric
    GE
    Metlife
    MET
    Microsoft MSFT
    PepsiCo PEP
    Target
    TGT
    Wal-Mart WMT
    Total
    Average
    Highest
    Lowest

    Purchase
    Date
    Shares
    3/3/2007
    250
    6/14/2008
    200
    10/11/2006
    300
    3/4/2009
    500
    1/15/2008
    200
    11/15/2008
    500
    2/15/2006
    350
    5/11/2004
    450
    4/14/2009
    250
    333.3333
    500
    200

    Intial
    Price per
    Share
    Initial Cost
    $ 86.17 $ 21,542.50
    81.74
    16,348.00
    31.06
    9,318.00
    7.24
    3,620.00
    60.92
    12,184.00
    29.20
    14,600.00
    57.86
    20,251.00
    44.11
    19,849.50
    50.81
    12,702.50
    $ 130,415.50
    $49.90
    $14,490.61
    $86.17
    $21,542.50
    $7.24
    $3,620.00

    Current
    Price Per
    Share
    Current Value
    $ 75.32 $ 18,830.00
    69.02
    13,804.00
    37.38
    11,214.00
    9.39
    4,695.00
    77.09
    15,418.00
    36.30
    18,150.00
    70.65
    24,727.50
    44.02
    19,809.00
    57.20
    14,300.00
    $ 140,947.50
    $52.93
    $15,660.83
    $77.09
    $24,727.50
    $9.39
    $4,695.00

    Gain/Loss
    $ (2,712.50)
    (2,544.00)
    1,896.00
    1,075.00
    3,234.00
    3,550.00
    4,476.50
    (40.50)
    1,597.50
    $ 10,532.00
    $1,170.22
    $4,476.50
    -$2,712.50

    Percent
    Gain/Loss

    -12.59%
    -15.56%
    20.35%
    29.70%
    26.54%
    24.32%
    22.11%
    -0.20%
    12.58%
    8.08%
    29.70%
    -15.56%

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