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Transaction Details

Company: Microsoft
Ticker:msft
Yahoo Beta:1.62
Industry:Computers

Company Description:  Microsoft Corporation develops, manufactures, and markets operating systems and software for personal computers, servers, and personal devices.

Purchase Date:30 Mar 1999 Sale Date:27 Nov 2000
Purchase Price:$93.25 Sale Price:$72.00
  --Split Adjusted:$93.25  --Split Adjusted:$72.00
Shares Purchased:100 Shares Sold:100
  --Split Adjusted:100  --Split Adjusted:100
Transaction Fee:$79.20 Transaction Fee:$82.89
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$92.37 High$64.68
Date29 Mar 1999 Date07 Feb 2001
Low$45.59 Low$41.50
Date08 Oct 1998 Date20 Dec 2000
S&P (Purchase Date):$1,300.75 S&P (Sale Date):$1,367.50

Purchase
Timing:  Purchased at .0875 higher than the previous 6-month high.
Reason:  Leader, blue chip. Seemed like a good LT investment. "Should be in everyone's portfolio."

Sale
Timing:  Stock reamined in downward trend after we sold it. Good timing.
Reason:  Market shows no interest, volume is getting lower, price reached perceived roof.

S&P Gain: 5.13 % Annualized Gain: 3.22%
Stock Gain: -22.79 % Annualized Gain: -15.12%

Dividends:$0.00
Net Holding Return ($): $-2,287.09
Net Holding Return (%): -24.32 %