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I chart stock performance and keep extensive tables to do with that.
Often I sell a different number of shares than I buy, which makes my tables fill up with multiple lines to do with the same date of sale. By way of example, here is some sample data from a table of realized gains/losses (row numbers down the left margin): r B C D ... F G H ... J K o ----- --- --------- ----- -------- -------- ----- -------- w Symbl # Date Bot Bot @ Cost Date Sld Sld @ Proceeds -- ----- --- --------- ----- -------- -------- ----- -------- 21 CSCO 200 25-Jul-05 19.03 3,806.00 5-Jan-06 17.99 3,597.89 22 CSCO 400 11-Aug-05 18.03 7,212.00 5-Jan-06 17.99 7,195.77 23 CSCO 200 11-Aug-05 18.03 3,606.00 9-Jan-06 18.97 3,793.88 24 CSCO 400 12-Oct-05 17.03 6,812.00 9-Jan-06 18.97 7,587.77 25 CSCO 200 12-Oct-05 17.03 3,406.00 8-Feb-06 19.25 3,849.88 26 CSCO 100 3-Feb-06 18.03 1,803.00 8-Feb-06 19.25 1,924.94 27 CSCO 300 3-Feb-06 18.03 5,409.00 8-Feb-06 19.16 5,747.82 28 CSCO 200 3-Feb-06 18.03 3,606.00 8-Feb-06 19.48 3,895.88 By the way, an ancillary problem is that the 3-item limitation to Excel's sort routine means that my desire to sort by Symbol, then Date Sold, then Date Bought, then (ascending) Share Price on Sale doesn't always work out. For example, I want Row 27 in the sample to come before Row 26, because J27 is smaller than J26. But I can't get Excel to do that. But that's not what my main thrust is here with this question, although I would love to hear an answer to that, as well. My main question has to do with my desire to have, given the above data, a chart with five "events" rather than eight. The combined sale per date, per price, should be used. That is, on Jan. 5th there would be one event charted: the sale of 200 + 400 = 600 shares @ 17.99, bought for an average price of 19.53 (=AVERAGE(F21:F22)). On Jan. 9th, likewise one event would be charted, for the sale of a combined 600 shares @ 18.97. On Feb. 8th, *three* events should be charted: the sale of a combined 300 shares @ 19.25, 300 @ 19.16, and 200 @ 19.48. I have no idea how to do that. I wouldn't mind having the different combined odd lots demarcated as a stacked area chart, but that is a secondary desire. Any ideas? Dallman Ross |
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