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The following four questions pertain to the investment portfolio year-end statement you received from your broker, Nissa Bryant. All investments were purchased at the January
The following four questions pertain to the investment portfolio year-end statement you received from your broker, Nissa Bryant. All investments were purchased at the January prices and held the entire year.
Investment | # | Dividend | 1-Jan | 31-Dec |
Apple | 100 shares | 2.82 | 168.99 | 157.07 |
McDonalds | 500 shares | 4.19 | 167.87 | 176.45 |
400 shares | 0.00 | 181.42 | 131.09 | |
CVS Health Corp 5.05% 3/25/48 | 20 bonds | 102.530 | 100.084 | |
Comcast Corp. 4.15% 10/15/28 | 10 bonds | 103.880 | 106.065 | |
Calculate how many dollars in profit or loss you made for the year (including stock dividends) on ALL of your Apple stock.
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