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(FILE > Make A Copy)
Symbol
SharesAvg. Cost
Per Share
Current Share
Price
EquityMarket
Value
Capital
Gain
Percent
Growth
Annual
Dividend
Dividend
Yield
Yeild On
Cost
Per
Qtr
Annual
Income
Outstanding
Shares
Market Cap $
You Purchased at
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AAPL1$50.00$274.03$50.00$274.03$224.03448.06%14.8B738.8B
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TSLA1$70.00$427.36$70.00$427.36$357.36510.51%3.3B232.8B
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QQQ1$200.00$613.80$200.00$613.80$413.80206.90%641.7M128.3B
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BRK.B1$200.00$503.94$200.00$503.94$303.94151.97%1.4B274.6B
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MSFT1$150.00$493.08$150.00$493.08$343.08228.72%7.4B1114.9B
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BAC1$22.50$52.91$22.50$52.91$30.41135.16%7.3B164.3B
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SPY1$300.00$675.28$300.00$675.28$375.28125.09%954.2M286.3B
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BATS:FLOT1$50.00$50.98$50.00$50.98$0.981.96%#N/A#N/A
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MUTF:VTMFX1$30.00$48.68$30.00$48.68$18.6862.27%#N/A#N/A
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DepositedValueTotal GainsIncome / Year
Income / Month
Current YieldOnly Enter Numbers in the Gray Highlited Boxes
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Account Gains$1,072.50$3,140.06$2,067.560$0.000.00%(Symbol, Shares, Avg Cost, & Income)
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Dividend Income$26.00
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LAST UPDATED: Jan 26th 2020
Gains:$2,093.56
Cost per $1 Dividend
Yield on Cost
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#DIV/0!0.00%
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MonthIncomeAverage
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01/2019$0.00$0.00
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02/2019$0.50$0.25
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03/2019$3.00$1.63
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04/2019$0.75$1.19
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05/2019$1.00$1.09
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06/2019$3.50$2.30
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07/2019$1.25$1.77
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08/2019$1.50$1.64
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09/2019$4.00$2.82
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10/2019$1.75$2.28
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11/2019$2.00$2.14
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12/2019$4.50$3.32
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01/2020$2.25$2.79
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02/2020
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03/2020
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04/2020
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05/2020
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06/2020
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07/2020
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08/2020
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09/2020
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10/2020
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11/2020
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12/2020
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01/2021
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02/2021
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03/2021
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04/2021
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05/2021
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06/2021
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07/2021
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08/2021
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09/2021
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10/2021
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11/2021
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12/2021
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Special thanks to Michael Stricker for fixing the dividend formulas - PPCIAN Group Member
- these have been applied already, but are here for your viewing
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Annual Dividend:
=IF(ISBLANK(A2)=true, "",IFERROR(IMPORTXML("http://finviz.com/quote.ashx?t="&A2,"/html/body/div[4]/div/table[2]/tbody/tr[7]/td[2]")))

Dividend Yield:
=IF(ISBLANK(A2)=true, "",IMPORTXML("http://finviz.com/quote.ashx?t="&A2,"/html/body/div[4]/div/table[2]/tbody/tr[8]/td[2]"))


Annual Dividend
=IF(ISBLANK(A31)=true, "",IFERROR(IMPORTXML("https://www.marketwatch.com/investing/fund/"&A31,"/html/body/div[3]/div[5]/div[3]/div[1]/div[1]/table/tbody/tr[1]/td[2]")*4))

Dividend Yield:
=IF(ISBLANK(A31)=true, "",IMPORTXML("https://www.marketwatch.com/investing/fund/"&A31,"/html/body/div[3]/div[5]/div[1]/div[1]/div/ul/li[5]/span[1]"))
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