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On March 10, 2009, Global Solutions, Inc., purchased 5,000 shares of Superior Te

ID: 2372092 • Letter: O

Question


On March 10, 2009, Global Solutions, Inc., purchased 5,000 shares of Superior Technologies stock for $50 per share. The following information pertains to the price per share of Superior Technologies stock:



Price

12/31/2009 $ 45

12/31/2010 $ 42



Required:

Assume that management considers

the stock to be securities available for sale. Prepare the journal

entries required on each date given. (Omit the "$" sign in your

response.)


Date General Journal Debit Credit


March 10, 2009


Dec. 31, 2009


Dec. 31, 2010

Explanation / Answer

3/10/2009:

DR: Investment in Superior Tech - $250,000 ($50 x 5,000)

CR: Cash - 250,000


12/31/2009:

Book value= $250,000

Fair value= 225,000 ($45 x 5,000)

Total fair value adjustment= (25,000) [Fair value - Book value]

Existing balance in fair value adjustment account= 0

Increase (decrease) needed= (25,000)


DR: Net unrealized gains & losses - $25,000

CR: Fair value adjustment - 25,000


12/31/2010:

Book value= $250,000

Fair value= 210,000 ($42 x 5,000)

Total fair value adjustment= (40,000)

Existing balance in fair value adj. account= (25,000)

Increase (decrease) needed= (15,000)


DR: Net unrealized gains & losses - $15,000

CR: Fair value adjustment - 15,000

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