AutoSave OFF wa Douglas Case rev 9_7_21(2) - Saved to my Mac Home Insert Draw Design Layout References Mailings Review View Tell me Share Q Comments to Cambria (H... v 16 - AP Aa AL AaBbCcDdEe AaBbccdded AaBb AaBbceDd Ee AaBbCcDdEe Normal AaBb CcD Heading 1 AaBbCcDdE Heading 2 Paste B I x U v al APA EEE X Title No Spacing Subtitle Heading 3 Styles Dictate Pane Question 5. The family's stock portfolio is in an investment account. John and Mary log into the account periodically, to see how their investments are performing. Typically, common stocks by sectors such as: o . . Communication Services Consumer Discretionary Consumer Staples Energy Financial Health Care Industrials Information Technology Materials Real Estate Utilities Within the sectors, there are industries. Here is a summary of the family's portfolio in terms of sectors and industry: Page 4 of 8 3336 words EX English (United States) Focus E B E - + 143% AutoSave OFF DES 5- Douglas Case(2) Q Home Insert Draw Page Layout Formulas Data Review View Acrobat Tell me Share Comments Calibri (Body) 12 v . = = X LG # Insert v ab Date LIH Ayu Or DX Delete v Paste BI av A V V == == == $ % ) to 70 Conditional Format Cell Formatting as Table Styles Format v Sort & Filter Find & Select Analyze Data Create and Share Adobe PDF A B2 fx B B D E F F G . J K L M N o P Q R S T A i Stock Portfolio 2 2 As of Date: Number of Cost Basis Shares per Share Total Cost Basis Market Value Per Total Market Share Value Gain or Loss 3 Company Name Stock Symbol 4 Apple AAPL 200 $100 $20,000 $150| $30,000 $10,000 Sector Industry Technology Information Hardware, Storage & , Technology Peripherals Diversified Communication Telecommunication Services Services Information Technology Software Communication Interactive Media & Services Services 5 AT&T T 6 Microsoft MSFT 7 Alphabet GOOGL 8 Totals $20,000 $30,000 $10,000 9 What are your comments about the family's investment portfolio? Please keep in mind that their investment portfolio currently consists of 10 common stocks. 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 2 26 27 28 29 Q1 Personal Balance Sheet Questions 2, 3, 84 Question 5 Question 6 Question 7 Question 8 and 9 Question 10 Question 11 + Ready P 100% AutoSave OFF wa Douglas Case rev 9_7_21(2) - Saved to my Mac Home Insert Draw Design Layout References Mailings Review View Tell me Share Q Comments to Cambria (H... v 16 - AP Aa AL AaBbCcDdEe AaBbccdded AaBb AaBbceDd Ee AaBbCcDdEe Normal AaBb CcD Heading 1 AaBbCcDdE Heading 2 Paste B I x U v al APA EEE X Title No Spacing Subtitle Heading 3 Styles Dictate Pane Question 5. The family's stock portfolio is in an investment account. John and Mary log into the account periodically, to see how their investments are performing. Typically, common stocks by sectors such as: o . . Communication Services Consumer Discretionary Consumer Staples Energy Financial Health Care Industrials Information Technology Materials Real Estate Utilities Within the sectors, there are industries. Here is a summary of the family's portfolio in terms of sectors and industry: Page 4 of 8 3336 words EX English (United States) Focus E B E - + 143% AutoSave OFF DES 5- Douglas Case(2) Q Home Insert Draw Page Layout Formulas Data Review View Acrobat Tell me Share Comments Calibri (Body) 12 v . = = X LG # Insert v ab Date LIH Ayu Or DX Delete v Paste BI av A V V == == == $ % ) to 70 Conditional Format Cell Formatting as Table Styles Format v Sort & Filter Find & Select Analyze Data Create and Share Adobe PDF A B2 fx B B D E F F G . J K L M N o P Q R S T A i Stock Portfolio 2 2 As of Date: Number of Cost Basis Shares per Share Total Cost Basis Market Value Per Total Market Share Value Gain or Loss 3 Company Name Stock Symbol 4 Apple AAPL 200 $100 $20,000 $150| $30,000 $10,000 Sector Industry Technology Information Hardware, Storage & , Technology Peripherals Diversified Communication Telecommunication Services Services Information Technology Software Communication Interactive Media & Services Services 5 AT&T T 6 Microsoft MSFT 7 Alphabet GOOGL 8 Totals $20,000 $30,000 $10,000 9 What are your comments about the family's investment portfolio? Please keep in mind that their investment portfolio currently consists of 10 common stocks. 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 2 26 27 28 29 Q1 Personal Balance Sheet Questions 2, 3, 84 Question 5 Question 6 Question 7 Question 8 and 9 Question 10 Question 11 + Ready P 100%
