Stock Assignment Date and Week Number
Date:
Stock Week: 1 2 3 4 5 6 7 8 9 10
Name Symbol Shares Price Total $ Price Total $ Price Total $ Price Total $ Price Total $ Price Total $ Price Total $ Price Total $ Price Total $ Price Total $
0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0 0
Amount of change since previous week 0 0 0 0 0 0 0 0 0
Amount of change since Week 1 0 0 0 0 0 0 0 0
Name:
Period:
Portfolio Value Over Time
1
1
Use this spreadsheet to
track 5 stocks for a
1
period of 10 weeks. Enter
the company name, the 1
stock symbol, the
number of shares you are 1
purchasing, and their
price. Continue to enter 1
the closing price every
week on the same day for 0
ten weeks. The chart
below the stock table will 0
show a line graph of your
0
portfolio. (Only enter data
in the white cells). 0
0 0 0 0 0 0 0 0 0 0 0
1 2 3 4 5 6 7 8 9 10
Stock Assignment -- Possible Stocks
Stock Ticker Exchange Category
Pfizer PFE NYSE Pharmaceutical
Merck MRK NYSE Pharmaceutical
IBM IBM NYSE Computer
General Electric GE NYSE Manufacturing & Services
Home Depot HD NYSE Retail
McDonalds MCD NYSE Food
American Express AXP NYSE Credit
Boeing BA NYSE Aerospace
Caterpillar CAT NYSE Manufacturing
Alcoa AA NYSE Manufacturing
Citigroup C NYSE Banking/Finance
Coca-Cola KO NYSE Beverage
du Pont DD NYSE Chemicals
Exxon Mobil XOM NYSE Oil
General Motors GM NYSE Manufacturing
Hewlett Packard HPQ NYSE Computer
Honeywell HON NYSE Electronics
Johnson & Johnson JNJ NYSE Manufacturing
Procter & Gamble PG NYSE Manufacturing
Verizon VZ NYSE Telecommunications
Wal-Mart WMT NYSE Retail
Walt Disney DIS NYSE Entertainment
Questar STR NYSE Utilities/Energy
Amazon AMZN NASDAQ Retail
Google GOOG NASDAQ Internet
Cisco CSCO NASDAQ Networking
Cephalon CEPH NASDAQ Pharmaceutical
Oracle ORCL NASDAQ Software
Lockheed Martin LMT NYSE Defense
JP Morgan Chase & Co JPM NYSE Banking/Finance
Sony SNE NYSE Electronics
JDS Uniphase JDSU NASDAQ Electronics
Juniper Networks JNPR NASDAQ Electronics
Chevron CVX NYSE Oil
Apple AAPL NASDAQ Computer
United Health Care UNH NYSE Health Care
Hercules HPC NYSE Chemicals
Stock Assignment Week
Stock # 1 2 3 4 5 6 7 8 9 10
Name Symbol Shares Price Total $ Price Total $ Price Total $ Price Total $ Price Total $ Price Total $ Price Total $ Price Total $ Price Total $ Price Total $
Verizon VZ 250 41.99 10,498 42 10,500 42.5 10,625 43 10,750 43.5 10,875 44 11,000 44.5 11,125 45 11,250 45.5 11,375 46 11,500
UnitedHealth UNH 200 56.21 11,242 57 11,400 57.5 11,500 58 11,600 59 11,800 60 12,000 61 12,200 62 12,400 62.5 12,500 63 12,600
Questar STR 200 54.49 10,898 55 11,000 55.5 11,100 56 11,200 56.5 11,300 57 11,400 58 11,600 59 11,800 59.5 11,900 60 12,000
Apple AAPL 50 171.25 8,563 172 8,600 175 8,750 180 9,000 182 9,100 185 9,250 198 9,900 200 10,000 202 10,100 205 10,250
Zoltek ZOLT 200 38.84 7,768 39 7,800 40 8,000 41 8,200 41.5 8,300 42 8,400 42.5 8,500 43 8,600 43.5 8,700 44 8,800
48,968 49,300 49,975 50,750 51,375 52,050 53,325 54,050 54,575 55,150
Name: Tom Rathke
Period: 7th