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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:15 Mar 2004 Sale Date:22 Feb 2012
Purchase Price:$25.23 Sale Price:$31.43
  --Split Adjusted:$25.23  --Split Adjusted:$31.43
Shares Purchased:200 Shares Sold:100
  --Split Adjusted:200  --Split Adjusted:100
Transaction Fee:$19.99 Transaction Fee:$10.05
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$29.97 High$0.00
Date19 Sep 2004 Date01 Jan 1996
Low$25.07 Low$0.00
Date11 Mar 2004 Date01 Jan 1996
S&P (Purchase Date):$1,110.89 S&P (Sale Date):$1,359.77

Purchase
Timing:  The stock is currently near its six month low.
Reason:  Microsoft has solid earnings and is trading near its six month low.

Sale
Timing:  
Reason:  Microsoft has rallied significantly recently. We are concerned about future growth, and decided to sell half our holdings.

S&P Gain: 22.4 % Annualized Gain: 2.61%
Stock Gain: 24.57 % Annualized Gain: 2.84%

Dividends:$692.00
Net Holding Return ($): $1,281.96
Net Holding Return (%): 50.41 %