Steps for completing the Investment Tracking Spreadsheet and Final Project
Source of the Data
I recommend the Yahoo website (www.yahoo.com/finance) for your weekly performance data. However, you may choose whatever website that is easier for you. The spreadsheet needs to be completed on every Friday after 4 PM (the market closing date)
You are required to write a weekly assessment (even on non-submissions week) on the weekly performance of your portfolio.
Week 1 Only (Monday)
Pick four stocks and insert the name in Column B
Type the trading symbols next to the names of the stocks in column C
Go to Yahoo and pick the prices for the respective stocks of your choice this coming Friday and insert the data in Column D
Go to column A and choose the number of stocks you intend to purchase for each of the respective stocks. They should add up to approximately $100,000.
Investment Tracking
| Week 1 Close 9/8/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | |||
| 3,975 | General Electric Co | GE | $8.40 | $33,390.00 | |||
| 3,248 | Bank Of America | BAC | $3.95 | $12,829.60 | |||
| 1,501 | Interoil Corp | IOC | $19.76 | $29,659.76 | |||
| 852 | Verizon Commun. | VZ | $28.31 | $24,120.12 | |||
| Current Value: | $99,999.48 | ||||||
| Week 2 Close 9/15/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes | YTD Gain(Loss) | YTD Return |
| 3975 | General Electric Co | GE | $10.00 | $39,750.00 | $6,360.00 | $6,360.00 | -11.35% |
| 3248 | Bank Of America | BAC | $4.00 | $12,992.00 | $162.40 | $162.40 | |
| 1501 | Interoil Corp | IOC | $12.00 | $18,012.00 | -$11,647.76 | -$11,647.76 | |
| 852 | Verizon Commun. | VZ | $21.00 | $17,892.00 | -$6,228.12 | -$6,228.12 | Weekly Return |
| Current Value: | $88,646.00 | -$11,353.48 | -$11,353.48 | -11.35% | |||
| Week 3 Close 9/22/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD ROI |
| 3975 | General Electric Co | GE | $12.00 | $47,700.00 | $7,950.00 | $14,310.00 | 15.50% |
| 3248 | Bank Of America | BAC | $5.00 | $16,240.00 | $3,248.00 | $3,410.40 | |
| 1501 | Interoil Corp | IOC | $23.00 | $34,523.00 | $16,511.00 | $4,863.24 | |
| 852 | Verizon Commun. | VZ | $20.00 | $17,040.00 | -$852.00 | -$7,080.12 | Weekly Return |
| Current Value: | $115,503.00 | $26,857.00 | $15,503.52 | 30.30% | |||
| Week 4 Close 9/29/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 3975 | General Electric Co | GE | $17.00 | $67,575.00 | $19,875.00 | $34,185.00 | -32.42% |
| 3248 | Bank Of America | BAC | $0.00 | -$16,240.00 | -$12,829.60 | ||
| 1501 | Interoil Corp | IOC | $0.00 | -$34,523.00 | -$29,659.76 | ||
| 852 | Verizon Commun. | VZ | $0.00 | -$17,040.00 | -$24,120.12 | Weekly Return | |
| Current Value: | $67,575.00 | -$47,928.00 | -$32,424.48 | -41.50% | |||
| Week 5 Close 10/06/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 3975 | General Electric Co | GE | $15.00 | $59,625.00 | -$7,950.00 | $26,235.00 | -40.37% |
| 3248 | Bank Of America | BAC | $0.00 | $0.00 | -$12,829.60 | ||
| 1501 | Interoil Corp | IOC | $0.00 | $0.00 | -$29,659.76 | ||
| 852 | Verizon Commun. | VZ | $0.00 | $0.00 | -$24,120.12 | Weekly Return | |
| Current Value: | $59,625.00 | -$7,950.00 | -$40,374.48 | -11.76% | |||
| Week 6 Close10/13/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 3975 | General Electric Co | GE | $0.00 | -$59,625.00 | -$33,390.00 | -100.00% | |
| 3248 | Bank Of America | BAC | $0.00 | $0.00 | -$12,829.60 | ||
| 1501 | Interoil Corp | IOC | $0.00 | $0.00 | -$29,659.76 | ||
| 852 | Verizon Commun. | VZ | $0.00 | $0.00 | -$24,120.12 | Weekly Return | |
| Current Value: | $0.00 | -$59,625.00 | -$99,999.48 | -100.00% | |||
| Week 7 Close 10/20/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 3975 | General Electric Co | GE | $0.00 | $0.00 | -$33,390.00 | -100% | |
| 3248 | Bank Of America | BAC | $0.00 | $0.00 | -$12,829.60 | ||
| 1501 | Interoil Corp | IOC | $0.00 | $0.00 | -$29,659.76 | ||
| 852 | Verizon Commun. | VZ | $0.00 | $0.00 | -$24,120.12 | Weekly Return | |
| Current Value: | $0.00 | $0.00 | -$99,999.48 | ERROR:#DIV/0! | |||
| Week 8 Close 10/27/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 3975 | General Electric Co | GE | $0.00 | $0.00 | -$33,390.00 | -1 | |
| 3248 | Bank Of America | BAC | $0.00 | $0.00 | -$12,829.60 | ||
| 1501 | Interoil Corp | IOC | $0.00 | $0.00 | -$29,659.76 | ||
| 852 | Verizon Commun. | VZ | $0.00 | $0.00 | -$24,120.12 | Weekly Return | |
| Current Value: | $0.00 | $0.00 | -$99,999.48 | ERROR:#DIV/0! | |||
| Week 9 Close 11/03/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 3975 | General Electric Co | GE | $0.00 | $0.00 | -$33,390.00 | -1 | |
| 3248 | Bank Of America | BAC | $0.00 | $0.00 | -$12,829.60 | ||
| 1501 | Interoil Corp | IOC | $0.00 | $0.00 | -$29,659.76 | ||
| 852 | Verizon Commun. | VZ | $0.00 | $0.00 | -$24,120.12 | Weekly Return | |
| Current Value: | $0.00 | $0.00 | -$99,999.48 | ERROR:#DIV/0! | |||
| Week 10 Close 11/10/2023 | |||||||
| # Shares | Company | Market Symbol | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 3975 | General Electric Co | GE | $0.00 | $0.00 | -$33,390.00 | -1 | |
| 3248 | Bank Of America | BAC | $0.00 | $0.00 | -$12,829.60 | ||
| 1501 | Interoil Corp | IOC | $0.00 | $0.00 | -$29,659.76 | ||
| 852 | Verizon Commun. | VZ | $0.00 | $0.00 | -$24,120.12 | Weekly Return | |
| Current Value: | $0.00 | $0.00 | -$99,999.48 | ERROR:#DIV/0! | |||
| Week 11 Close11/17/2023 | |||||||
| # Shares | Company | Exchange Code | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 3975 | General Electric Co | GE | $0.00 | $0.00 | -$33,390.00 | -1 | |
| 3248 | Bank Of America | BAC | $0.00 | $0.00 | -$12,829.60 | ||
| 1501 | Interoil Corp | IOC | $0.00 | $0.00 | -$29,659.76 | ||
| 852 | Verizon Commun. | VZ | $0.00 | $0.00 | -$24,120.12 | Weekly Return | |
| Current Value: | $0.00 | $0.00 | -$99,999.48 | ERROR:#DIV/0! | |||
| Week 12 Close 11/24/2023 | |||||||
| # Shares | Company | Exchange Code | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 3975 | General Electric Co | GE | $0.00 | $0.00 | -$33,390.00 | -1 | |
| 3248 | Bank Of America | BAC | $0.00 | $0.00 | -$12,829.60 | ||
| 1501 | Interoil Corp | IOC | $0.00 | $0.00 | -$29,659.76 | ||
| 852 | Verizon Commun. | VZ | $0.00 | $0.00 | -$24,120.12 | Weekly Return | |
| Current Value: | $0.00 | $0.00 | -$99,999.48 | ERROR:#DIV/0! | |||
| Week13 Close 12/01/2023 | |||||||
| # Shares | Company | Exchange Code | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 3975 | General Electric Co | GE | $0.00 | $0.00 | -$33,390.00 | -1 | |
| 3248 | Bank Of America | BAC | $0.00 | $0.00 | -$12,829.60 | ||
| 1501 | Interoil Corp | IOC | $0.00 | $0.00 | -$29,659.76 | ||
| 852 | Verizon Commun. | VZ | $0.00 | $0.00 | -$24,120.12 | Weekly Return | |
| Current Value: | $0.00 | $0.00 | -$99,999.48 | ERROR:#DIV/0! | |||
| Week 14 Close 12/08/2023 | |||||||
| # Shares | Company | Exchange Code | Price Per Share | Total | Changes From Previous Week | YTD Gain(Loss) | YTD Return |
| 3975 | General Electric Co | GE | $0.00 | $0.00 | -$33,390.00 | -1 | |
| 3248 | Bank Of America | BAC | $0.00 | $0.00 | -$12,829.60 | ||
| 1501 | Interoil Corp | IOC | $0.00 | $0.00 | -$29,659.76 | ||
| 852 | Verizon Commun. | VZ | $0.00 | $0.00 | -$24,120.12 | Weekly Return | |
| Current Value: | $0.00 | $0.00 |