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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$260.58$50.00$260.58$210.58421.16%14.7B734.1B
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TSLA1$70.00$411.71$70.00$411.71$341.71488.16%3.8B262.7B
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QQQ1$200.00$603.47$200.00$603.47$403.47201.74%653.3M130.7B
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BRK.B1$200.00$496.94$200.00$496.94$296.94148.47%1.4B274.6B
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MSFT1$150.00$398.46$150.00$398.46$248.46165.64%7.4B1113.8B
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BAC1$22.50$52.77$22.50$52.77$30.27134.53%7.2B162.3B
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SPY1$300.00$684.48$300.00$684.48$384.48128.16%#N/A#N/A
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BATS:FLOT1$50.00$51.00$50.00$51.00$1.002.00%#N/A#N/A
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MUTF:VTMFX1$30.00$49.87$30.00$49.87$19.8766.23%#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$3,009.28$1,936.780$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:$1,962.78
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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