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Update Stock Market Table for current price columns, leaving Purchase prices and Purchase Market Values unchanged and update S&P 500 Prices current prices (W0RTH THREE
- Update Stock Market Table for current price columns, leaving Purchase prices and Purchase Market Values unchanged and update S&P 500 Prices current prices (W0RTH THREE POINTs).You are updating stock prices for the Current column (Purchase column remains unchanged unless there was a stock split) , keeping your original purchase prices intact. This way you can recalculate and compare each position's performance to see how well your stock picks are. You are writing at least 2 page financial journal ( and table attached)to your clients discussing your current positions. You are updating your clients about the stock portfolio based on current financial market and economic conditions in recent weeks. Your cash position stays the same all term, but you did to update dividend yields and S& P 500 prices along with the current prices for the stocks you own.
Company Name | Stock Symbol | original # of shares (9/30/2021) | original purchase price | current price (10/01/2021) | percent change | purchase market value | current market value | percent change | Percent Dividend Yield |
Apple Inc. | AAPL | 280 | $141.50 | $142.65 | 0.008127 | $ 39,620.00 | $ 39,942.00 | 0.00813 | -1.05 |
MCDONALD`S | MCD | 400 | $241.11 | $ 242.93 | 0.007548 | $ 96,444.00 | $ 97,172.00 | 0.00755 | 0.66 |
Macy's inc. | m | 100 | $ 22.60 | $ 22.89 | 0.012832 | $ 2,260.00 | $ 2,289.00 | 0.01283 | 0.09 |
Nike Inc. | NKE | 133 | $ 145.23 | $ 147.06 | 0.01260 | $ 19,315.59 | $ 19,558.98 | 0.0126 | -0.22 |
Pfizer inc | PFE | 1500 | $ 43.01 | $ 42.93 | -0.00186 | $ 64,515.00 | $ 64,395.00 | -0.0019 | 0.3 |
COCA-COLA CO | KO | 1000 | $ 52.47 | $ 53.02 | 0.010482 | $ 52,470.00 | $ 53,020.00 | 0.01048 | 0.74 |
General Mills Inc. | GIS | 345 | $ 59.82 | $ 60.62 | 0.013373 | $ 20,637.90 | $ 20,913.90 | 0.01337 | 0.66 |
GoPro Inc. | GPRO | 40 | $ 9.36 | $ 9.39 | 0.003205 | $ 20,637.90 | $ 20,913.90 | 0.01337 | -11 |
Netflix Inc. | NFLX | 630 | $ 610.15 | $ 613.15 | 0.004917 | $ 384,394.50 | $ 386,284.50 | 0.00492 | -0.93 |
twitter inc. | twtr | 769 | $ 60.39 | $ 61.98 | 0.026329 | $ 46,439.91 | $ 47,662.62 | 0.02633 | -4.95 |
YAHOO LNC | YHOO | 2000 | $ 37.24 | $ 39.75 | 0.067401 | $ 74,480.00 | $ 79,500.00 | 0.0674 | |
Total purchased | $ 821,214.80 | $ 831,651.90 | 0.01255 | ||||||
cash | $ 178,785.20 | $ 178,785.20 | $ - | ||||||
Total portfolio | $ 1,000,000.00 | $ 1,010,437.10 | 0.01033 |
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