Microsoft Office Tutorials and References
In Depth Information
In the Lab
In the Lab
Lab 3: Stock Club Investment Analysis
Problem: Several years ago, you and a large group of friends started a stock club. Each year every
member invests more money per month. You have decided to create a portfolio worksheet (Figure 2 – 80)
that summarizes the club’s current stock holdings so that you can share the information with your group
of friends. The club’s portfolio is summarized in Table 2–8. Table 2–8 also shows the general layout of
the worksheet to be created.
Figure 2 – 80
Table 2–8 Sock-It-Away Stock Club
Initial
Price per
Share
Current
Price per
Share
Stock
Symbol
Purchase
Date
Initial
Cost
Current
Value
Percent
Gain/ Loss
Company
Shares
Gain/ Loss
Apple
AAPL
3/3/2007
250
86.17
Formula A
75.32
Formula B
Formula C
Formula D
Caterpillar
CAT
6/14/2008
200
81.74
69.02
Disney
DIS
10/11/2006
300
31.06
37.38
General
Electric
GE
3/4/2009
500
7.24
9.39
MetLife
MET
1/15/2008
200
60.92
77.09
Microsoft
MSFT
11/15/2006
500
29.20
36.30
PepsiCo
PEP
2/15/2006
350
57.86
70.65
Target
TGT
5/11/2004
450
44.11
44.02
Wal-Mart
WMT
4/14/2009
250
50.81
57.20
Totals
Formula E
Average
Formula F
Highest
Formula G
Lowest
Formula H
 
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