Ghouri_TU05-Chapter2-DividendPortfolio-StartingFile.xlsx

DividendPortfolio

Excellent Wealth Management
Company Prime Steel Heartland Healthcare Diamond Five LLP 2x4 Lumber Co. HiTENd Security
Ticker PRIME PULSE FIVE WOOD TEN
Price 55.00 63.00 6.25 22.75 11.00
Shares Owned 243.90 166.67 2000.00 416.67 1000.00
Annual Dividends / Share 0 0 0 0 0
Yield Average Annual Income Per Stock
Total Dividends Recieved 0 0 0 0 0
Dividends / Share by Month
STOCK JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Total
PRIME 0.37 0 0 0.37 0 0.00 0.37 0 0 0.37 0 0
PULSE 0 0 0.37 0 0 0.37 0 0 0.37 0 0 0.37
FIVE 0 0.04 0 0 0.04 0 0 0.04 0 0 0.04 0
WOOD 0.1 0.09 0.1 0.07 0.09 0.1 0.09 0.1 0.095 0.095 0.1 0.1
TEN 0 0.12 0 0 0.12 0 0 0.12 0 0 0.12 0
Total Dividends by Month
STOCK JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC Total
PRIME 90.243 0 0 90.243 0 0 90.243 0 0 90.243 0 0
PULSE 0 0 61.6679 0 0 61.6679 0 0 61.6679 0 0 61.6679
FIVE 0 80 0 0 80 0 0 80 0 0 80 0
WOOD 41.667 37.5003 41.667 29.1669 37.5003 41.667 37.5003 41.667 39.58365 39.58365 41.667 41.667
TEN 0 120 0 0 120 0 0 120 0 0 120 0

Documentation

Excellent Wealth Management
Create Date By Whom Description Workbook Name
12/15/22 Michael Malley Stock Portfolio Monthly Dividend Analysis TU05 - Chapter 2 - Dividend Portfolio
Mod. Date By Whom Mod. Description Last Version Backup Name
: VERSION BACKUP NAME :Before modifying any worksheet, save the original workbook with the following name format:Original name_yyyymmdd
Create Date Sheet Name Creator Purpose
12/15/22 DividendPortfolio Michael Malley Monthly Dividend Income from Stock Portfolio