Chapter 3. STRATEGY PLANNING AND RECORD SECTION
PORTFOLIO AT START OF 2010
DATE ACQUIRED | NO. OF SHARES | SECURITY | PRICE | TOTAL COST | PAPER PROFITS | PAPER LOSSES |
|---|---|---|---|---|---|---|
ADDITIONAL PURCHASES
DATE ACQUIRED | NO. OF SHARES | SECURITY | PRICE | TOTAL COST | REASON FOR PURCHASE PRIME OBJECTIVE, ETC. |
|---|---|---|---|---|---|
SHORT–TERM TRANSACTIONS
Pages 175–178 can accompany next year's income tax return (Schedule D). Enter transactions as completed to avoid last-minute pressures.
LONG–TERM TRANSACTIONS
Pages 175–178 can accompany next year's income tax return (Schedule D). Enter transactions as completed to avoid last-minute pressures.
INTEREST/DIVIDENDS RECEIVED DURING 2010
SHARESX | STOCK/BOND | FIRST QUARTER | SECOND QUARTER | THIRD QUARTER | FOURTH QUARTER | ||||
|---|---|---|---|---|---|---|---|---|---|
$ | $ | $ | $ | ||||||
BROKERAGE ACCOUNT ...
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