MARCH 1995
Now March 95. SHARE PRICE has dropped to $12.62 share. Okay, put that SHARE PRICE in column 3 where it belongs. Now go to column 8, SHARES OWNED. Look at column 7, SHARES BOUGHT (SOLD) for last month and you remember you sold 63 shares. Subtract those 63 shares from the 597 you already had and write in your new total of 534 shares.
Okay, back to column 4. Your SHARE VALUE is $12.62 X your new number of shares (534) = $6,742. You should be thinking possible sell. Again put the larger amount on top:
Again remember to write all the amounts in their proper columns. Or type them all in your little old computer.
I forgot to figure cash so better late than never. Last month’s CASH was $4,168. So take $4,168 and add $890 for the stock you sold last month that leaves $5,058 X 1.005 for INTEREST earned = $5,083, put in column 6. Now just figure PORTFOLIO VALUE which is SHARE VALUE $6,742 + CASH $5,083 = $11,825.