Mock Financial Spreadsheet
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SymbolNameSharesLast Price Day +/-Day LowDay High52 Week Low52 Week HighDay's Value ChangeDay's % ChangeAccount WeightPresent ValueCostNet GainPercent GainAnnual Dividend Per SharePresent YieldTotal Annual DividendTax TypeYield on Original CostDividend Pay Date
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My Account
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APUAmeriGas Partners LP200$45.14$0.63$44.49$45.23$42.52$50.11$126.001.42%5.64%$9,028.00$7,977.09$1,050.9113.17%$3.367.44%$672.00LP8.42%2/18,5/18,8/18,11/18
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DUKDuke Energy Corporation150$85.44-$0.26$85.39$86.08$72.34$87.75-$39.00-0.30%8.01%$12,816.00$6,755.77$6,060.2389.70%$3.063.58%$459.0015%6.79%3/15,6/15,9/15,12/15
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EPDEnterprise Products Partners LP100$26.82$0.36$26.52$26.91$24.01$30.25$36.001.36%1.68%$2,682.00$4,689.24-$2,007.24-42.81%$2.689.99%$268.00LP5.72%About 2/6,5/6,8/6,11/6
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ETPEnergy Transfer Partners LP125$20.15$0.54$19.57$20.25$18.31$31.49$67.502.75%1.57%$2,518.75$6,410.35-$3,891.60-60.71%$3.5817.74%$446.88LP6.97%2/15,5/15,8/15/,11/15
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GSKGlaxoSmithKline PLC ADR140$43.66-$0.25$43.66$44.02$37.20$45.58-$35.00-0.57%3.82%$6,112.40$7,566.55-$1,454.15-19.22%$2.325.31%$324.8015%4.29%1/11,4/11,7/11,10/11
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INTCIntel Corp300$33.93$0.28$33.74$34.01$30.81$38.45$84.000.83%6.36%$10,179.00$6,125.22$4,053.7866.18%$0.902.65%$270.0015%4.41%3/12,6/12,9/12,12/12
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JNJJohnson & Johnson125$134.71-$0.30$134.61$136.20$109.32$137.00-$37.50-0.22%10.53%$16,838.75$7,980.50$8,858.25111.00%$2.641.96%$330.0015%4.14%3/15,6/15,9/15,12/15
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KMIKinder Morgan Inc125$19.02$0.11$18.86$19.07$17.39$23.36$13.750.58%1.49%$2,377.50$2,577.00-$199.50-7.74%$1.578.25%$196.2515%7.62%about 2/15,5/15,8/15/,11/15
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KMPKinder Morgan Energy Partners LP140$102.03$0.00#N/A#N/A$71.32$103.17$0.000.00%8.93%$14,284.20$5,789.65$8,494.55146.72%$5.335.22%$746.20LP12.89%about 2/15,5/15,8/15/,11/15
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KRFTKraft Foods Group Inc175$0.00#N/A#N/A#N/A#N/A#N/A#N/A#N/A0.00%$0.00$7,864.52-$7,864.52-100.00%$2.00#DIV/0!$350.0015%4.45%1/15,4/15,7/15,10/15
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PBCTPeople's United Financial Inc450$17.56$0.26$17.38$17.59$13.80$20.13$117.001.50%4.94%$7,902.00$5,198.87$2,703.1351.99%$0.653.70%$292.5015%5.63%2/15,5/15,8/15,11/15
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PEGPublic Service Enterprise Group Inc200$43.65$0.03$43.58$43.88$39.28$46.81$6.000.07%5.46%$8,730.00$6,244.50$2,485.5039.80%$1.443.30%$288.0015%4.61%3/30,6/30,9/30,12/30
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RDS.BRoyal Dutch Shell PLC ADR Class B100$55.32$0.52$54.95$55.47$49.56$59.56$52.000.95%3.46%$5,532.00$9,985.00-$4,453.00-44.60%$3.606.51%$360.0015%3.61%3/19,6/19,9/19,12/19
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SESpectra Energy Corp200$40.68#N/A#N/A#N/A$28.84$44.00#N/A#N/A5.09%$8,136.00$5,277.56$2,858.4454.16%$1.223.00%$244.0015%4.62%3/11,6/11,9/11,12/11
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SOSouthern Co250$49.31-$0.10$49.26$49.55$46.20$54.64-$25.00-0.20%7.71%$12,327.50$7,756.30$4,571.2058.94%$2.034.12%$507.5015%6.54%3/6,6/6,9/6,12/6
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SPGSimon Property Group Inc75$163.87$1.50$162.73$164.66$150.15$229.10$112.500.92%7.68%$12,290.25$2,100.00$10,190.25485.25%$4.602.81%$345.00NQ16.43%2/28,5/31,8/31,11/30
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TAT&T Inc300$37.81$0.10$37.80$38.06$36.10$43.89$30.000.27%7.09%$11,343.00$6,533.55$4,809.4573.61%$1.804.76%$540.0015%8.27%2/1,5/1,8/1,11/1
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VODVodafone Group PLC ADR275$28.75$0.10$28.75$28.95$24.17$31.69$27.500.35%4.94%$7,906.25$7,766.43$139.821.80%$1.505.22%$412.5015%5.31%2/5,8/5
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VZVerizon Communications Inc200$44.92$0.08$44.92$45.23$44.46$56.95$16.000.18%5.62%$8,984.00$5,760.66$3,223.3455.95%$2.064.59%$412.0015%7.15%2/1,5/1,8/1,11/1
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Totals#N/A#N/A100%$159,987.60$39,628.844.67%$7,464.63
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