Answered step by step
Verified Expert Solution
Link Copied!

Question

1 Approved Answer

Portfolio Summary Total cost of accounts Value of accounts Unrealized gain/loss $ Unrealized gain/loss % $ 418,003.50 $ 408,105.00 $ 19,898.50) -2.37% List of Investiments

image text in transcribedimage text in transcribedimage text in transcribedimage text in transcribedimage text in transcribedimage text in transcribed

Portfolio Summary Total cost of accounts Value of accounts Unrealized gain/loss $ Unrealized gain/loss % $ 418,003.50 $ 408,105.00 $ 19,898.50) -2.37% List of Investiments Investment Name AAPL Quantity Purchase Price Per Share Total Cost Current Quote Market Value Gain/Loss ($) 300 $ 698.73 $ 209,619.00 $ 490.64 $ 147,192.00 $ 250 $ 623.25 $ 155,812.50 $ 886.50 $ 221,625.00 $ 1200 $ 43.81 $ 52,572.00 $ 32.74 $ 39,288.00 $ Gain/Loss (%) (62,427.00) -29.78% 65,812.50 42.24% (13,284.00) -25.27% GOOG MSFT Portfolio Summary Total cost of accounts Value of accounts Unrealized gain/loss $ Unrealized gain/loss % $ 418,003.50 $ 408,105.00 $ (9,898.50) -2.37% Investment Name AAPL GOOG MSFT List of Investiments Current Quantity Purchase Price Per Share Total Cost Quote Market Value Gain/Loss ($) 300 $ 698.73 $ 209,619.00 $ 490.64 $ 147,192.00 $ (62,427.00) 250 $ 623.25 $ 155,812.50 $ 886.50 $ 221,625.00 $ 65,812.50 1200 $ 43.81 $ 52,572.00 $ 32.74 $ 39,288.00 $ (13,284.00) Gain/Loss (%) -29.78% 42.24% -25.27% Hint: Click "Data->What-if Analysis->Goal Seek", then Set Cell "$D$7" to Value "O" by Changing Cell "$E$15" (which represents MSFT current quote). Portfolio Summary Total cost of accounts Value of accounts Unrealized gain/loss $ Unrealized gain/loss % $ 418,003.50 $ 408,105.00 $ 19,898.50) -2.37% Investment Name AAPL GOOG MSFT One way Table List of Investiments Purchase Price Per Current Gain/Loss Quantity Share Total Cost Quote Market Value Gain/Loss ($) (%) 300 $ 698.73 $ 209,619.00 490.64 $ 147,192.00 $ (62,427.00) -29.78% 250 $ 623.25 $ 155,812.50 $ 886.50 $ 221,625.00 $ 65,812.50 42.24% 1200 $ 43.81 $ 52,572.00 $ 32.74 $ 39,288.00 $ (13,284.00) -25.27% Unrealized Gain/loss AAPL quote Hint for one way table: First input =$D$7 into cell B18. Then, select range (A18:B34) which is the yellow highlighted area on the left, then click "Data->What-If Analysis->Data Table", set "Column Input Cell" to "$E$13", because your changing cell for AAPL current Quote (E13) is listed in a column. 500 520 540 560 580 600 620 640 660 680 700 720 740 760 780 800 Two Way Table Hint for the two-way table: first, input =$D$7 in cell B37. Second, select range (B37:W53) which is the yellow highlighted area below. Third, click "Data->What-lf Analysis->Data Table", set "Row Input Cell" to $B$13" and set "Column Input Cell" to "$E$13", because your changing cells for AAPL Quantity (B13) is listed in a row and your changing cells for AAPL current Quote (E13) is listed in a column. 50 100 150 200 250 300 AAPL Quote AAPL Quantity 0 500 520 540 560 580 600 620 640 660 680 700 720 740 760 780 800 Following the hint "Q1-Data Table" worksheet to complete a partially built two- way data table to calculate the portfolio unrealized gain/loss $ (cell D7) while allowing the current quote of AAPL vary from 500 to 800, incrementing by 20, and allowing the quantity of AAPL held vary from 0 to 1000, increment by 50. Q: If the current quote of AAPL is 520 and quantity of AAPL is 100, what is the unrealized gain/loss in $? 34655.5 32655.5 45592 36655.5 Portfolio Summary Total cost of accounts Value of accounts Unrealized gain/loss $ Unrealized gain/loss % $ 418,003.50 $ 408,105.00 $ 19,898.50) -2.37% List of Investiments Investment Name AAPL Quantity Purchase Price Per Share Total Cost Current Quote Market Value Gain/Loss ($) 300 $ 698.73 $ 209,619.00 $ 490.64 $ 147,192.00 $ 250 $ 623.25 $ 155,812.50 $ 886.50 $ 221,625.00 $ 1200 $ 43.81 $ 52,572.00 $ 32.74 $ 39,288.00 $ Gain/Loss (%) (62,427.00) -29.78% 65,812.50 42.24% (13,284.00) -25.27% GOOG MSFT Portfolio Summary Total cost of accounts Value of accounts Unrealized gain/loss $ Unrealized gain/loss % $ 418,003.50 $ 408,105.00 $ (9,898.50) -2.37% Investment Name AAPL GOOG MSFT List of Investiments Current Quantity Purchase Price Per Share Total Cost Quote Market Value Gain/Loss ($) 300 $ 698.73 $ 209,619.00 $ 490.64 $ 147,192.00 $ (62,427.00) 250 $ 623.25 $ 155,812.50 $ 886.50 $ 221,625.00 $ 65,812.50 1200 $ 43.81 $ 52,572.00 $ 32.74 $ 39,288.00 $ (13,284.00) Gain/Loss (%) -29.78% 42.24% -25.27% Hint: Click "Data->What-if Analysis->Goal Seek", then Set Cell "$D$7" to Value "O" by Changing Cell "$E$15" (which represents MSFT current quote). Portfolio Summary Total cost of accounts Value of accounts Unrealized gain/loss $ Unrealized gain/loss % $ 418,003.50 $ 408,105.00 $ 19,898.50) -2.37% Investment Name AAPL GOOG MSFT One way Table List of Investiments Purchase Price Per Current Gain/Loss Quantity Share Total Cost Quote Market Value Gain/Loss ($) (%) 300 $ 698.73 $ 209,619.00 490.64 $ 147,192.00 $ (62,427.00) -29.78% 250 $ 623.25 $ 155,812.50 $ 886.50 $ 221,625.00 $ 65,812.50 42.24% 1200 $ 43.81 $ 52,572.00 $ 32.74 $ 39,288.00 $ (13,284.00) -25.27% Unrealized Gain/loss AAPL quote Hint for one way table: First input =$D$7 into cell B18. Then, select range (A18:B34) which is the yellow highlighted area on the left, then click "Data->What-If Analysis->Data Table", set "Column Input Cell" to "$E$13", because your changing cell for AAPL current Quote (E13) is listed in a column. 500 520 540 560 580 600 620 640 660 680 700 720 740 760 780 800 Two Way Table Hint for the two-way table: first, input =$D$7 in cell B37. Second, select range (B37:W53) which is the yellow highlighted area below. Third, click "Data->What-lf Analysis->Data Table", set "Row Input Cell" to $B$13" and set "Column Input Cell" to "$E$13", because your changing cells for AAPL Quantity (B13) is listed in a row and your changing cells for AAPL current Quote (E13) is listed in a column. 50 100 150 200 250 300 AAPL Quote AAPL Quantity 0 500 520 540 560 580 600 620 640 660 680 700 720 740 760 780 800 Following the hint "Q1-Data Table" worksheet to complete a partially built two- way data table to calculate the portfolio unrealized gain/loss $ (cell D7) while allowing the current quote of AAPL vary from 500 to 800, incrementing by 20, and allowing the quantity of AAPL held vary from 0 to 1000, increment by 50. Q: If the current quote of AAPL is 520 and quantity of AAPL is 100, what is the unrealized gain/loss in $? 34655.5 32655.5 45592 36655.5

Step by Step Solution

There are 3 Steps involved in it

Step: 1

blur-text-image

Get Instant Access to Expert-Tailored Solutions

See step-by-step solutions with expert insights and AI powered tools for academic success

Step: 2

blur-text-image_2

Step: 3

blur-text-image_3

Ace Your Homework with AI

Get the answers you need in no time with our AI-driven, step-by-step assistance

Get Started

Recommended Textbook for

Choose Wisely

Authors: Eliot Dylan Marr

1st Edition

1498416365, 978-1498416368

More Books

Students also viewed these Finance questions