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T7 DQ2
I trust that your experience in this class has been positive. I invite you to share your most and least
favored moments from the course. I encourage you to provide insights on both the aspects that
exceeded your expectations and those that might benefit from enhancements.
Your participation in the End of Course Survey (EOCS) would also be greatly appreciated.
With gratitude!
Excel Skills Learned
Upon completing the sheet, you should have an understanding of:
1. Excel formulas
2. Autofill with and without cell locking
3. Formatting cells as Currency
Math Skills Learned
1. How to calculate the initial investment of multiple shares of stocks
with a one-time fee
2. How to calculate loss/gain of a stock compared to an initial
investment
3. Analyzing stock price loss/gain over a period of time.
Instructions: Open the tab la
tasks indicated there. Start b
indicated. Pay attention to t
self-grading.
Instructions: Open the tab labeled “Stocks” and complete the
tasks indicated there. Start by entering your name where
indicated. Pay attention to the legend. This sheet is not currently
self-grading.
Directions:
1. Enter your name in the blue cell.
2. Use the website below to find two stocks. The first stock symbol must start with the first letter of your first name and the
the first letter of your last name.
3. In rows 15 and 16, enter the letter, purchase date, stock symbol, and closing price per share for approximately 1 year ago
and closing price per share of each stock should represent information from 1 year ago.
4. Use an Excel formula with cell references to find the Initial Investment for each stock and Total Investment.
5. Format the Purchase Data as a Date, Closing Price per Share as Currency with 2 decimal places, and Initial Investment as C
Use the New York Stock Exchange to find your stocks and required information.
https://www.nyse.com/listings_directory/stock
Enter your name
The Letter
Purchase Date
(approximately 1
year ago)
Stock Symbol
(Ticker Symbol)
First letter of your
first name
Frist letter of your last
name
Number of
Shares
100
200
Directions (continued):
6. Use the New York Stock Exchange website to look up the date and closing price for each stock approximately 9 months ago
today. Fill out the information in the tables below.
7. Find the Value and Gain/Loss for each date and stock using Excel formulas with cell references.
8. Find the Total Gain/Loss for each date using Excel formulas with cell references.
9. Format all Dates as Date. Format all Closing Prices per Share, Values, Gains/Losses as Currency with 2 decimal places.
1 year ago
9 months ago
6 months ago
3 months ago
today
Date
Stock
Shares
0-Jan
0
0
0
0
0
100
100
100
100
100
Closing Price
per Share
$0.00
the first letter of your first name and the second stock symbol must start with
ce per share for approximately 1 year ago for each stock. The purchase date
ago.
stock and Total Investment.
decimal places, and Initial Investment as Currency with 2 decimal places
Video Resource
Closing Price per Share Fees for the entire
for approximately 1 year purchase (not per
ago
share)
Initial Investment
$5.00
$10.00
Total Invesment
r each stock approximately 9 months ago, 6 months ago, 3 months ago, and
ll references.
as Currency with 2 decimal places.
Value
Gain/Loss
1 year ago
9 months ago
6 months ago
3 months ago
today
Date
Stock
Shares
0-Jan
0
0
0
0
0
200
200
200
200
200
Legend
Closing Price
per Share
$0.00
If a cell is shaded
Blue
Green
Gold
Any other color
You should
Enter a text response
Enter a number
Enter an Excel formula
Make no changes
Value
Gain/Loss
Total Gain/Loss
Guidance for Topic 7 DQ 1
1. In “Search,” enter the name of the company that you need to look up the price of their stock.
2. Click the link in the red circle.
3. You can select the menu in the red circle to look up the past prices.
4. Note that the initial investment is =number of shares * closing price per share + fee.
5. The values in column G are =shares * closing price per share.
6. The Gain/Loss is =value of that row – initial investment.
7. The total gain/loss is =sum(gain/loss of first stock, gain/loss of second stock).
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