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Stock Investment Tracking Spreadsheet - TemplateLab.com

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20 views

Stock Investment Tracking Spreadsheet - TemplateLab.com

Uploaded by

prem prakash
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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STOCK INVESTMENT

STOCK INVESTMENT
TRACKING SHEET

Purchase
Transacted Current Gain/Loss Gain/Loss
Date STOCK Price Per Fees Total Cost Market Value
Units Quote ($) (%)
Unit

5/15/2021 CYDF 50 $125.00 $18.00 $6,268.00 $128.20 $6,410.00 $142.00 2.3%


5/22/2021 AFCDS 80 $105.00 $10.00 $8,410.00 $103.15 $8,252.00 -$158.00 -1.9%
6/1/2021 FDCVF 45 $56.00 $15.00 $2,535.00 $66.14 $2,976.30 $441.30 17.4%
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
$0.00 $0.00 $0.00 N/A
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$0.00 $0.00 $0.00 N/A

An investment tracking spreadsheet is a very useful tool Total cost of accounts $17,213.00
for any investor. Using this is a simple way for you to keep
track of the value of your investments over time. Whether Value of accounts $17,638.30
you’re in charge of monitoring your investments for your
company or you just want to monitor your personal Difference $ $425.30
investments, using an investment tracker makes the task
STOCK INVESTMENT

STOCK INVESTMENT
TRACKING SHEET
An investment tracking spreadsheet is a very useful tool
Purchase
for any investor. Using this is a simple way for you to keep
Transacted Current Gain/Loss Gain/Loss
trackDate
of the value STOCK
of your investments over Price Per
time. Whether Fees Total Cost Market Value
Units Quote ($) (%)
you’re in charge of monitoring your investments Unit
for your
company or you just want to monitor your personal
investments, using an investment tracker makes the task
easier. Difference % 2.5%
© TemplateLab.com

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