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Transaction Details

Company: Plantronics
Yahoo Beta:1.34
Industry:Processing systems & products

Company Description:  Plantronics, Inc. designs and produces headphones and headsets.

Purchase Date:18 Nov 2016 Sale Date:29 Aug 2018
Purchase Price:$54.11 Sale Price:$67.48
  --Split Adjusted:$54.11  --Split Adjusted:$67.48
Shares Purchased:100 Shares Sold:50
  --Split Adjusted:100  --Split Adjusted:50
Transaction Fee:$65.88 Transaction Fee:$86.53
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$54.18 High$0.00
Date17 Nov 2016 Date01 Jan 1996
Low$41.35 Low$0.00
Date27 Jun 2016 Date01 Jan 1996
S&P (Purchase Date):$2,182.66 S&P (Sale Date):$2,914.04

Timing:  We bought at the top of the six month range.
Reason:  Plantronics offers high performance headphones. The latest iPhone comes without a headphone jack and Plantronic offers wireless headphones. Plantronic also offers products for use with VR games, a market we forecast will grow dramatically in the next few years.

Timing:  x
Reason:  We needed to trim positions to generate cash for rebalancing.

S&P Gain: 33.51 % Annualized Gain: 18.61%
Stock Gain: 24.7 % Annualized Gain: 13.93%

Net Holding Return ($): $568.37
Net Holding Return (%): 20.51 %