4626
gianna.bamonte
Quinnipiac Investment Club - Spring 2022
| 1D P&L | Symbol | Position | Avg Cost | Mark Price | 1D Chg (%) | Mkt Value | Rlz P&L | Unrlz P&L |
|---|---|---|---|---|---|---|---|---|
| 0 | AAPL | -150 | 157.22 | 146.17 | 1.55% | -21,925 | 0 | 1,657 |
| 0 | DIS | 50 | 131.97 | 109.52 | -0.05% | 5,476 | 0 | -1,123 |
| 0 | INTC | 100 | 49.79 | 28.20 | -6.14% | 2,820 | 0 | -2,160 |
| 0 | JBLU | -800 | 12.13 | 7.97 | -4.43% | -6,380 | 0 | 3,328 |
| 0 | KO | 250 | 64.89 | 60.45 | -0.56% | 15,112 | 0 | -1,110 |
| 0 | MSFT | 18 | 294.78 | 248.22 | 0.18% | 4,468 | 65 | -838 |
| 0 | SBUX | 45 | 91.66 | 109.04 | 0.31% | 4,907 | 0 | 782 |
| 0 | SPY | 7 | 433.00 | 405.82 | 0.33% | 2,841 | 209 | -190 |
| 0 | TSLA | 30 | 271.86 | 177.88 | 10.97% | 5,337 | 3,425 | -2,819 |
| 0 | TWTR | -400 | 49.95 | 53.70 | 0.00% | -21,480 | 0 | -1,502 |
Performance
Performance
Risk-Adjusted Excess Return
Sharpe Ratio
Rolling 5-Day Volatilities
Daily 5% Value-at-Risk (VaR)
Rolling Betas
| Action | Type | Time | Symbol | Quantity | Price | Limit | Status |
|---|
| Payment Date | Ex-Dividend Date | Ticker | Position | Dividend Per Share | Total Dividend (USD) |
|---|