How Much Did I Inherit?



You are one of five nieces and nephews that will get an equal portion of a stock portfolio left by your Uncle Otto. This activity will guide you through the process of finding out how much money you will receive.

Remember that Aunt Helen will sell the stocks, keep 10% of the proceeds (amount after paying commission), and divide the other 90% evenly among you.
 

Company
Purchase Date
Amount Invested
Today’s Value
Advanced Micro Devices
May 1, 1992
$10,000
Dominion Resources Va
March 15, 2000
$12,000
$
WalMart
January 10, 1996
$15,000
$
Quaker Oats
January 6, 1995
$10,000
$
Lilly (Eli)
May 1, 1991
$15,000
$
Total
-----
-----
$

You can find out how much these are worth now by going to Stockmaster.com at http://www.stockmaster.com.
Type in the name where it says "name or symbol" at the top. Then use the "What if I had invested $10K" tab.
You can enter the date and amount and then click "draw".

Total value from above = __________________

Minus 1% commission = __________________

Proceeds = __________________

90% of proceeds = __________________

Your share (1/5) = ___________________
 
 

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