Prepare a one-page memo that summarizes the performance of your team's stock portfolio from Lesson 5 until now. The memo should be posted here; however, the information used to create this memo will also be used in the Lesson 8 Discussion Forum In your memo, be sure to do the following: Briefly discuss changes you have made, summarizing the major reasons for buying and selling the stock over this period. Also include a summary of the steps you will be or perhaps should be making to enhance the performance of your portfolio for the remainder of the challenge. Compare your performance to the S&P, and include that information in the memo. Please submit your memo. Only one memo per team should be submitted. Then participate in the discussion forum LATE AVECUND AAPE USD $14484 $100 $154.91 $434520 $302.10 - 50% C USD $1.49 $71.50 $383137 110 $4117 5471.60 2 USD $45491 9.2257 5513.80 $363920 1147 MET USD S30421 $1.46 $30090 $3922 7:10 $3650.52 $38400 OLY USD $0.00 $25.50 30.00 000 VT USO 23072 52332 54153.14 45.00 1:09 Total airloss from Open Positions -738.01 DV DO CA 10/14/2021 Market Sell XPEV -31 39.13 1213.03 1.00 USD 111510174 ties Equities 10/8/2021 Market Sell XPEV -99 3838 0 3799.62 100 USO 15550174 Pengine ADR XPengine ADR Citigroup inc 10/7/2021 Market Sell -47 7300 0 343426 1.00 USD Equities 1005 10/5/2021 Market Sell OXY 13 32 33 0 420.29 1.00 USO Equities Occidental Petrolum Corporation 10124 11299 10/1/2021 Market Sell PNC 195.29 a 78116 100 USD Equities PNC Financial Services Group The 10/1/2021 Market Sell PNC -17 195.29 0 3319.93 100 USO 1299 Equities Equities PNC Financial Services Group The Bank of America Corporation 9/28/2023 Market Sell BAG 3 0 130.50 100 USD 1622 9/28/2021 Market Sell BAC -50 43.30 0 2168.00 100 USC) Equities 1822 Bank of America Corporation Market Sell 9/28/2023 TSLA 3 784,71 0 235413 1.00 USD 10475117 Tera Inc Equities Equities Sell 9/24/2021 BAC Market -48 42.23 0 1.00 USD 202704 Bank of America Corporation Market Buy XPEV 100 0 USO 36.73 9/24/2021 3673 00 100 15550174 Equities Pangino ADR 97 USD 9/24/2021 Sell RAC 100 3822 -10 Market 4070.12 Bank of America Corporation 41.96 Equities BAC 9/24/2021 48 1.00 USD -10 Bank of America Corporation Market 201360 Equities 1822 Buy 41.95 USD -10 100 10124 W/24/2021 Market OXY 27,66 608.52 Sell Occidental Petroleum Corporation Equities Equities 10850 Det Air Lines the USD Sell -20 - 10 1.00 9/24/2021 Market DAL 43.03 860.60 Note: These realized gains and losses do not account for commision charges SH 09/15/2021 1023 BAC DAC Bank of America Corporation Buy Sel 200 50 1 1 4120 39.74 US US 1 1 8.250.00 1.98700 (077.00 es Equities Equities Equities BAG BAC 09/24/2021 0934 Bank of America Corporation 41 Buy Sel 1 1 41.95 41.96 US US 1 1 2,01360 407032 192 BAC BAC Bank of America Corporation 09/24/2021 01.11 Equities Equities Buy + 1 00 4223 US US 1 1 00 2.02704 2,027.01 09/28/2021 10 03 BAC BAC Bank of America Corporation Equities Equities Buy Sell 50 00 4336 US US 1 1 00 2165.00 S2160 1 BAC BAC 09/28/2021 10 06 Bank of America Corporation Equities Equities Buy Sell 1 1 00 43 50 US US 1 7 $10.50 00 150 50 3 $$ $5 33 33 33 33 33 33 33 33 8 Citigroup in Equities Equities Buy Sell 100 47 1 1 7150 73 08 10/07/2021 0950 1 1 7.150 00 343475 34 20 nuy DAL DAL Delta Air Lines Inc Equities Equities 20 -20 1 1 3908 4303 US US 1 1 09/24/2021 09:30 7810 86060 $79.00 OXY OXY 1,280.00 Occidental Petroleum Corporation Buy Sell 50 22 88 1 1 2560 27.6 US US 1 1 34532 09/24/2021 0932 Equities Equities Equities Equities Buy Se OXY OXY Occidental Petroleum Corporation 1 1 00 3231 US US 1 1 $420 29 00 43029 -13 10/05/2021 09 38 US PNC PNC Equities Equities Buy Sel 21 -17 1 1 193.07 195 20 1 1 $32.74 PNG Financial Services Group The 405447 2:319.93 10/01/2021 0949 1012 at Note: These realized gains and losses do not account for commision charges PNG PNC 00 10/01/2021 09:41 PNC Financial Services Group The 4 00 195.29 57811 1 //2021 1000 TSLA TSLA Tesla inc Equities Equities Eques Ft Equities Equities Buy Sell 3 3 1 1 741.60 74 1 1 2.2240 2014 012932 33 99 38 39 Pengine. ADR Buy Sell 130 -90 1 1 36 B4 38.30 1 11 10/08/2021 09:44 170900 3.799.63 $152.61 XEV XPEV XPEV XPEV Equities Equities Peng Inc - ADR Buy Sell 00 39.13 00 1.25300 51.213.00 10/14/2021 09:38 11 1 2012 Prepare a one-page memo that summarizes the performance of your team's stock portfolio from Lesson 5 until now. The memo should be posted here; however, the information used to create this memo will also be used in the Lesson 8 Discussion Forum In your memo, be sure to do the following: Briefly discuss changes you have made, summarizing the major reasons for buying and selling the stock over this period. Also include a summary of the steps you will be or perhaps should be making to enhance the performance of your portfolio for the remainder of the challenge. Compare your performance to the S&P, and include that information in the memo. Please submit your memo. Only one memo per team should be submitted. Then participate in the discussion forum LATE AVECUND AAPE USD $14484 $100 $154.91 $434520 $302.10 - 50% C USD $1.49 $71.50 $383137 110 $4117 5471.60 2 USD $45491 9.2257 5513.80 $363920 1147 MET USD S30421 $1.46 $30090 $3922 7:10 $3650.52 $38400 OLY USD $0.00 $25.50 30.00 000 VT USO 23072 52332 54153.14 45.00 1:09 Total airloss from Open Positions -738.01 DV DO CA 10/14/2021 Market Sell XPEV -31 39.13 1213.03 1.00 USD 111510174 ties Equities 10/8/2021 Market Sell XPEV -99 3838 0 3799.62 100 USO 15550174 Pengine ADR XPengine ADR Citigroup inc 10/7/2021 Market Sell -47 7300 0 343426 1.00 USD Equities 1005 10/5/2021 Market Sell OXY 13 32 33 0 420.29 1.00 USO Equities Occidental Petrolum Corporation 10124 11299 10/1/2021 Market Sell PNC 195.29 a 78116 100 USD Equities PNC Financial Services Group The 10/1/2021 Market Sell PNC -17 195.29 0 3319.93 100 USO 1299 Equities Equities PNC Financial Services Group The Bank of America Corporation 9/28/2023 Market Sell BAG 3 0 130.50 100 USD 1622 9/28/2021 Market Sell BAC -50 43.30 0 2168.00 100 USC) Equities 1822 Bank of America Corporation Market Sell 9/28/2023 TSLA 3 784,71 0 235413 1.00 USD 10475117 Tera Inc Equities Equities Sell 9/24/2021 BAC Market -48 42.23 0 1.00 USD 202704 Bank of America Corporation Market Buy XPEV 100 0 USO 36.73 9/24/2021 3673 00 100 15550174 Equities Pangino ADR 97 USD 9/24/2021 Sell RAC 100 3822 -10 Market 4070.12 Bank of America Corporation 41.96 Equities BAC 9/24/2021 48 1.00 USD -10 Bank of America Corporation Market 201360 Equities 1822 Buy 41.95 USD -10 100 10124 W/24/2021 Market OXY 27,66 608.52 Sell Occidental Petroleum Corporation Equities Equities 10850 Det Air Lines the USD Sell -20 - 10 1.00 9/24/2021 Market DAL 43.03 860.60 Note: These realized gains and losses do not account for commision charges SH 09/15/2021 1023 BAC DAC Bank of America Corporation Buy Sel 200 50 1 1 4120 39.74 US US 1 1 8.250.00 1.98700 (077.00 es Equities Equities Equities BAG BAC 09/24/2021 0934 Bank of America Corporation 41 Buy Sel 1 1 41.95 41.96 US US 1 1 2,01360 407032 192 BAC BAC Bank of America Corporation 09/24/2021 01.11 Equities Equities Buy + 1 00 4223 US US 1 1 00 2.02704 2,027.01 09/28/2021 10 03 BAC BAC Bank of America Corporation Equities Equities Buy Sell 50 00 4336 US US 1 1 00 2165.00 S2160 1 BAC BAC 09/28/2021 10 06 Bank of America Corporation Equities Equities Buy Sell 1 1 00 43 50 US US 1 7 $10.50 00 150 50 3 $$ $5 33 33 33 33 33 33 33 33 8 Citigroup in Equities Equities Buy Sell 100 47 1 1 7150 73 08 10/07/2021 0950 1 1 7.150 00 343475 34 20 nuy DAL DAL Delta Air Lines Inc Equities Equities 20 -20 1 1 3908 4303 US US 1 1 09/24/2021 09:30 7810 86060 $79.00 OXY OXY 1,280.00 Occidental Petroleum Corporation Buy Sell 50 22 88 1 1 2560 27.6 US US 1 1 34532 09/24/2021 0932 Equities Equities Equities Equities Buy Se OXY OXY Occidental Petroleum Corporation 1 1 00 3231 US US 1 1 $420 29 00 43029 -13 10/05/2021 09 38 US PNC PNC Equities Equities Buy Sel 21 -17 1 1 193.07 195 20 1 1 $32.74 PNG Financial Services Group The 405447 2:319.93 10/01/2021 0949 1012 at Note: These realized gains and losses do not account for commision charges PNG PNC 00 10/01/2021 09:41 PNC Financial Services Group The 4 00 195.29 57811 1 //2021 1000 TSLA TSLA Tesla inc Equities Equities Eques Ft Equities Equities Buy Sell 3 3 1 1 741.60 74 1 1 2.2240 2014 012932 33 99 38 39 Pengine. ADR Buy Sell 130 -90 1 1 36 B4 38.30 1 11 10/08/2021 09:44 170900 3.799.63 $152.61 XEV XPEV XPEV XPEV Equities Equities Peng Inc - ADR Buy Sell 00 39.13 00 1.25300 51.213.00 10/14/2021 09:38 11 1 2012