The table below shows your stock positions at the beginning of the year, the div
ID: 2640938 • Letter: T
Question
The table below shows your stock positions at the beginning of the year, the dividends that each stock paid during the year, and the stock prices at the end of the year.
Company
Shares
Beginning of
Year Price
Dividend Per Share
End of Year Price
Johnson Controls
600
$
73.51
$
1.29
$
86.22
Medtronic
800
58.17
0.53
54.11
Direct TV
800
25.54
24.99
Qualcomm
600
43.68
0.45
39.52
What is your portfolio dollar return and percentage return? (Round your answers to 2 decimal places.)
Portfolio Return
Dollar return
$
Percentage return
%
Company
Shares
Beginning of
Year Price
Dividend Per Share
End of Year Price
Johnson Controls
600
$
73.51
$
1.29
$
86.22
Medtronic
800
58.17
0.53
54.11
Direct TV
800
25.54
24.99
Qualcomm
600
43.68
0.45
39.52
Explanation / Answer
Shares Beg Price Div per share End Price Total investment at beg Weight Total investment at end Weight Dividend Diff between initial and end inv Total Return Total return in % Weighted return Johnson Controls 600.00 73.51 1.29 86.22 44,106.00 0.32 51,732.00 0.37 774.00 7,626.00 8,400.00 0.19 0.06 Medtronic 800.00 58.17 0.53 54.11 46,536.00 0.34 43,288.00 0.31 424.00 (3,248.00) (2,824.00) (0.06) (0.02) Direct TV 800.00 25.54 24.99 20,432.00 0.15 19,992.00 0.14 - (440.00) (440.00) (0.02) (0.00) Qualcomm 600.00 43.68 0.45 39.52 26,208.00 0.19 23,712.00 0.17 270.00 (2,496.00) (2,226.00) (0.08) (0.02) 137,282.00 1.00 138,724.00 1.00 1,468.00 1,442.00 2,910.00 0.02
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