My 3% Signal Plan (with auto update of Cols Q and W based on whether Col N is blank)

My 3% Signal Plan (with auto update of Cols Q and W based on whether Col N is blank) : Data

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P	Q	R	S	T	U	V	W	X	Y
1	Quarter	SPY Price	IJR Price	IJR Div	VFIIX Price	VFIIX Div	IJR Shares Before Action	Quarter Cash Contrib	IJR Balance Before Action	3% Signal Line + 50% Cash Contrib This Quarter	Shares Need to Reach 3% Signal	Order Adjust	IJR Shares to Buy or Sell (minus)	IJR Shares to Buy or Sell (minus) After Order Adjust	VFIIX Shares + Divs Reinv + Cash Before Action	VFIIX Balance Before Action	VFIIX Shares After Action	VFIIX Balance After Action	New Cash Needed	VFIIX Shares After New Cash	VFIIX Balance After New Cash	VFIIX % of 3% Signal Balance	IJR Shares After Action	IJR Balance After Action	3% Signal Balance

2	Q400	$131.19	$108.09		$10.24	0.171	74.01		$8,000						195.31	$2,000		$2,000							$10,000
3	Q101	$116.69	$101.50	0.040	$10.35	0.170	74.01	$1,215	$7,512	$8,848	87.17		13.16		316.20	$3,273	187.19	$1,937	$0	187.19	$1,937	18%	87.17	$8,848	$10,785
4	Q201	$122.60	$114.01	0.036	$10.29	0.167	87.17	$1,215	$9,938	$9,720	85.26		-1.91		308.61	$3,176	329.75	$3,393	$0	329.75	$3,393	26%	85.26	$9,720	$13,114
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56	% Cash Contrib Invested:				50%		Shading Key:		Manually entered values					Manually entered sell signal ignored						IJR 3-for-1 Split
57									Manually entered use of VFIIX balance					Same-row cells affected by order adjustment						From "The 3% Signal" by Jason Kelly