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  • Stock Market Project

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    heylookitisnick
    49 views4 pages
    This document summarizes Nicholas Holmes' stock market portfolio from May 18 to June 12. It shows that he invested $9,999.96 across 10 companies, with his largest holdings in Toyota (39% of portfolio), Apple (13%), and Subway (12%). By June 12, the total value of the portfolio declined slightly to $9,982.77, resulting in a small loss of $17.19. Charts are included that show the price movements of some top holdings like Apple, Walmart, and Toyota over the period.

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    This document summarizes Nicholas Holmes' stock market portfolio from May 18 to June 12. It shows that he invested $9,999.96 across 10 companies, with his largest holdings in Toyota (39% of portfolio), Apple (13%), and Subway (12%). By June 12, the total value of the portfolio declined slightly to $9,982.77, resulting in a small loss of $17.19. Charts are included that show the price movements of some top holdings like Apple, Walmart, and Toyota over the period.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    49 views4 pages

    Stock Market Project

    Uploaded by

    heylookitisnick
    This document summarizes Nicholas Holmes' stock market portfolio from May 18 to June 12. It shows that he invested $9,999.96 across 10 companies, with his largest holdings in Toyota (39% of portfolio), Apple (13%), and Subway (12%). By June 12, the total value of the portfolio declined slightly to $9,982.77, resulting in a small loss of $17.19. Charts are included that show the price movements of some top holdings like Apple, Walmart, and Toyota over the period.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as XLSX, PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as xlsx, pdf, or txt
    of 4

    Stock Market Investment

    Microsoft
    2%

    Raytheon
    5%

    Nicholas Holmes

    Apple
    13%
    Toyota
    39%

    Target
    4%
    Walmart
    5%
    Wendys
    4%

    Southwest Air
    7%

    Subway
    12%
    Dominoes
    9%

    Nicholas Holmes

    160

    140

    120

    100
    Apple
    Walmart

    80

    Toyota
    60

    40

    20

    0
    Price 5/18

    Price 6/4

    Price 6/12

    $4,500.00

    $4,000.00

    Nicholas
    Holmes

    $3,500.00

    $3,000.00

    $2,500.00

    cost
    Sale Value

    $2,000.00

    $1,500.00

    $1,000.00

    $500.00

    $0.00
    Raytheon

    Microsoft

    Apple

    Target

    Walmart

    Wendys

    Subway

    Dominoes

    Southwest
    Air

    Toyota

    Nicholas Holmes
    5/19/2009
    Stock Market Project
    Company
    Raytheon
    Microsoft
    Apple
    Target
    Walmart
    Wendys
    Subway
    Dominoes
    Southwest Air
    Toyota

    Price 5/18 # of shares cost


    Price 6/4 Price 6/12
    44.87
    10
    $448.70
    45
    45.57
    20.45
    10
    $204.50
    21.77
    22.9
    126.84
    10 $1,268.40
    140.11
    138.86
    41.76
    10
    $417.60
    39.85
    39.64
    49.92
    10
    $499.20
    50.83
    49.35
    4.39
    102
    $447.78
    4.08
    3.95
    1
    1246 $1,246.00
    1
    1
    8.72
    99
    $863.28
    9.11
    7.83
    7.18
    100
    $718.00
    7
    6.63
    77.73
    50 $3,886.50
    79.23
    78.65
    Total Cost $9,999.96
    Total Sale:
    Gain/Loss

    Sale Value
    $ 455.70
    $ 229.00
    $ 1,388.60
    $ 396.40
    $ 493.50
    $ 402.90
    $ 1,246.00
    $ 775.17
    $ 663.00
    $ 3,932.50
    $ 9,982.77
    $ (17.19)

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