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Stock Trader's Almanac 2010 by Yale Hirsch, Jeffrey A. Hirsch

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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.

SHORT–TERM TRANSACTIONS

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.

LONG–TERM TRANSACTIONS

INTEREST/DIVIDENDS RECEIVED DURING 2010

SHARESX

STOCK/BOND

FIRST QUARTER

SECOND QUARTER

THIRD QUARTER

FOURTH QUARTER

  

$

 

$

 

$

 

$

 
          
          
          
          
          
          
          
          
          
          

BROKERAGE ACCOUNT ...

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