Dividend Portfolio

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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