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Investment Record

The document provides an investment record for the second quarter including amounts invested in a money market account, individual stocks, and mutual funds totaling $14,753.75. It also includes brief descriptions of a money market account, stocks, and mutual funds. Finally, it shows a sample fundraising order form for a zoo including prices of items for sale and fields to calculate subtotals, sales tax, and total.

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Hassanhor Guro Bacolod
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306 views2 pages

Investment Record

The document provides an investment record for the second quarter including amounts invested in a money market account, individual stocks, and mutual funds totaling $14,753.75. It also includes brief descriptions of a money market account, stocks, and mutual funds. Finally, it shows a sample fundraising order form for a zoo including prices of items for sale and fields to calculate subtotals, sales tax, and total.

Uploaded by

Hassanhor Guro Bacolod
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Living in the IT Era

Hassanhor Guro Bacolod December 04, 2020 (2nd Term, 1st Sem)
120i79

Investment Record
Second Quarter
Amount Percentage
Money Market Account $ 2,000.00 0.1355587562484
Stocks Shares Price
MicroCrunch Corp. 125 17.25 2,156.25 15%
Ocean Electronics, Inc. 200 21.75 4,350.00 29%
Photex, Inc. 110 12.25 1,347.50 9%
Mutual Funds Shares Price
Prosperity Growth Fund 200 6.50 1,300.00 9%
Lucrative Mutual Fund 150 24.00 3,600.00 24%
Total Investment Value $ 14,753.75 100%

Investment Descriptions
Money Market Account: A bank savings account that does not require notification
before money is withdrawn.

Stocks: Shares of ownership in a corporation.

A collection of several stocks and/or bonds (borrowings) of


Mutual Fund:
corporations that are combined to form a single investment.
ZOO AMERICA
Spring Fundraiser
Item Price Quantity Total

Tiger T-Shirts $12.00


Dolphin T-Shirts $17.00
Sweatshirts $29.00
Coffee Mugs $5.00
Subtotal
Sales Tax 8%
Total

See what's happening -- at the zoo!

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