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Transaction Details

Company: Amazon.com
Ticker:AMZN
Yahoo Beta:0.85
Industry:Catalog & mail order

Company Description:  Amazon.com, which has its headquarters in Seattle, Washington, is an online retailer. The company offers a wide range of products both directly and through approved vendors. The site contains online reviews and has a variety of shipping options. Amazon sells the Kindle electronic reader.

Purchase Date:05 Oct 2011 Sale Date:22 Oct 2014
Purchase Price:$214.52 Sale Price:$313.53
  --Split Adjusted:$214.52  --Split Adjusted:$313.53
Shares Purchased:14 Shares Sold:14
  --Split Adjusted:14  --Split Adjusted:14
Transaction Fee:$80.35 Transaction Fee:$131.95
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$241.69 High$0.00
Date19 Sep 2011 Date01 Jan 1996
Low$177.54 Low$0.00
Date22 Aug 2011 Date01 Jan 1996
S&P (Purchase Date):$1,144.03 S&P (Sale Date):$1,927.11

Purchase
Timing:  We bought near the midpoint of the six month range.
Reason:  Amazon has just introduced the Kindle Fire, which will compete with tablets. The company continues to offer a broad range of products both directly and through third party vendors.

Sale
Timing:  0
Reason:  We were disappointed by the performance of the company in the third quarter, particularly its Fire product line.

S&P Gain: 68.45 % Annualized Gain: 19.25%
Stock Gain: 46.15 % Annualized Gain: 13.67%

Dividends:$0.00
Net Holding Return ($): $1,173.84
Net Holding Return (%): 38.07 %