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DividendPortfolio
Excellent Wealth Management
Company
Prime Steel
Heartland Healthcare
Diamond Five LLP
2×4 Lumber Co.
HiTENd Security
Ticker
PRIME
PULSE
FIVE
WOOD
TEN
Price
55.00
63.00
6.25
22.75
11.00
Shares Owned
243.90
166.67
2000.00
416.67
1000.00
Annual Dividends / Share
0
0
0
0
0
Yield
Average Annual Income Per Stock
Total Dividends Recieved
0
0
0
0
0
Dividends / Share by Month
STOCK
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
Total
PRIME
0.37
0
0
0.37
0
0.00
0.37
0
0
0.37
0
0
PULSE
0
0
0.37
0
0
0.37
0
0
0.37
0
0
0.37
FIVE
0
0.04
0
0
0.04
0
0
0.04
0
0
0.04
0
WOOD
0.1
0.09
0.1
0.07
0.09
0.1
0.09
0.1
0.095
0.095
0.1
0.1
TEN
0
0.12
0
0
0.12
0
0
0.12
0
0
0.12
0
Total Dividends by Month
STOCK
JAN
FEB
MAR
APR
MAY
JUN
JUL
AUG
SEP
OCT
NOV
DEC
Total
PRIME
90.243
0
0
90.243
0
0
90.243
0
0
90.243
0
0
PULSE
0
0
61.6679
0
0
61.6679
0
0
61.6679
0
0
61.6679
FIVE
0
80
0
0
80
0
0
80
0
0
80
0
WOOD
41.667
37.5003
41.667
29.1669
37.5003
41.667
37.5003
41.667
39.58365
39.58365
41.667
41.667
TEN
0
120
0
0
120
0
0
120
0
0
120
0
Documentation
Excellent Wealth Management
Create Date
By Whom
Description
Workbook Name
12/15/22
Michael Malley
Stock Portfolio Monthly Dividend Analysis
Excel_Ch02_Assessment_Portfolio.xlsx
Mod. Date
By Whom
Mod. Description
Last Version Backup Name
: VERSION BACKUP NAME : Before modifying any worksheet, save the original workbook with the following name format: Original name_yyyymmdd
Create Date
Sheet Name
Creator
Purpose
12/15/22
DividendPortfolio
Michael Malley
Monthly Dividend Income from Stock Portfolio
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