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In the book PFIN 3 there is a worksheet for chapter 11 that I need completed. The worksheet is inventory of investment holdings. Do anyone
In the book PFIN 3 there is a worksheet for chapter 11 that I need completed. The worksheet is inventory of investment holdings. Do anyone have that worksheet filled out
AN INVENTORY OF INVESTMENT HOLDINGS | ||||||||||
Name(s): | Date: | |||||||||
Type of Investment | Description of Investment Vehicle | Date Purchased | Amount of Investment (Quote$ Amount) | Cumulative Amount of Annual Income from Dividends, Interest, etc. | Latest Market Value (Quote$ Amount) | Comments/ Planned Actions | ||||
I need to create an aggressive portfolio with this chart using current/actual numbers. The investment has to total 90,000 | ||||||||||
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