Stock Journals

Week 8 Stock Journal

Instructions

For this week’s portion of the assignment, complete the following:

1. Record the current price of the stock for Pfizer Inc, China Mobile and Chevron Corporation,

You may use any price during this week (e.g., day one price, the opening, the low, the high, the close, or any price you find when you check it during the day).
Use the MS Excel spreadsheet or MS Word document to put your Week 3 and Week 8 stock prices side-by-side, to show your comparison.

Determine the current value of your total investment.
- Do not make any changes to your investment at this time.
- Calculate your total based on the number of shares and the new price per share, for each company.
Evaluate the results of your current investment to provide your opinion/assessment of your investments.
- Consider the following questions as you provide your opinion:
  - Why do you believe the stock increased, decreased, or remained static?
  - Are you upset because your investment is worth less than $25,000?
  - Are you happy with the result and the trend?
Use at least two quality references. Consider using the sources of information ideas above or searching and locating resources from the Strayer University Library. Note: Wikipedia and other websites do not qualify as academic resources.

Week 10 Stock Journal

This is the week you have been waiting for—to see if you are walking home a pretend millionaire, or whether you would be finding a side job to recoup your losses!

This is the last of the three stock journal assignments that you will complete during this course. For this assignment, you will add your work for Week 10 to your previous work from Weeks 3 and 8, following the instructions below. Two templates have been provided for your use. One template is where you will enter your chosen companies, the share prices, and the number of shares you will be purchasing given your budget of $25K. The other template is where you will write your rationale/summary. Please download both templates, then complete, save, and upload both templates to Blackboard when submitting your work.

Instructions

For Week 10, review your investment for the last time and complete the following:

Record the current price of the stock for each company you selected in Week 3’s Stock Journal.
- You may use any price during this week (e.g., day one price, the opening, the low, the high, the close, or any price you find when you check it during the day). Use the MS Excel spreadsheet or MS Word document to put your Week 8 and Week 10 stock prices side-by-side, to show the comparison.
Determine the total value of your investment.
Provide your final opinion/assessment of your investments.
- Consider the following questions as you provide your assessment:
  - Did you make money or lose money?
  - What were your results?
  - Based on hindsight, what you would do differently?
Discuss what you learned from this assignment and how this assignment could help you in the future.
Use at least two quality references. Consider using the sources of information ideas above and/or searching and locating resources from the Strayer University Library. Note: Wikipedia and other Websites do not qualify as academic resources.

NO ESSAY Needed just answer the questions refer back to the document I submitted to get a understanding of what I’m asking for! Keep the journals separate!

Sheet1

Student Name:	Monica Milligan
Week 3	Week 8	Week 10
Column A: (3) U.S. Companies	Column B: Investment ($25K)	Column C: Share Price (Week 3)	# of Shares (Column D)	Column E: Share Price (Week 8)	# of Shares	Week 3 and 8 Change	Column H: Dollar Value Change	Column I: Share Price (Week 10)	# of Shares	Week 3 and 10 Change	Column L: Dollar Value Change
1) China Mobile	$8,000.00	$7	1,159	1,159	-$7	-$8,000	1,159	-$7	-8,000.00
2) Pfizer Inc	$12,000.00	$38	319	319	-$38	-$12,000	319	-$38	-12,000.00
3) Chevron Corporation	$5,000.00	$90	55	55	-$90	-$5,000	55	-$90	-5,000.00
Total Investment	$25,000	$0	$0	-$25,000
Instructions:
Week 3
1. Under Column (A), enter the 3 U.S. Companies you chose.
2. Under Column (B), enter the amount out of the $25,000 you would like to invest in each company.
3. Under Column (C), enter the share price for each of your chosen companies.
4. The # of shares will automatically populate in Column (D).
5. Using the Word document template provided, please discuss why you chose the 3 companies you chose.
Week 8
1. Enter the updated share price in Column (E).
2. The number of new shares that can be purchased will populate in Column (F).
3. The difference in the new number of shares you can purchase for your initial investment will populate in Column (G).
2. The change in the dollar value of your investment will populate in Column (H).
3. Using the Word document template provided, please discuss any gains or losses experienced. Did you make or lose money? Which stocks changed in value?
Week 10
1. Enter the updated share price in Column (I).
2. The number of new shares that can be purchased will populate in Column (J).
3. The difference in the new number of shares you can purchase for your initial investment will populate in Column (K).
2. The change in the dollar value will populate in Column (L).
3. Using the Word document template provided, please discuss any gains or losses experienced. Did you make or lose money? Which stocks changed in value?

Week 8 Stock Journal

Week 10 Stock Journal

Instructions

Sheet1

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