Re: Summing qualifying data

From: RagDyer (ragdyer_at_cutoutmsn.com)
Date: 02/12/04 

Date: Thu, 12 Feb 2004 07:50:34 -0800

Not into stocks at all, but just curious about your thinking when you
constructed your formula.

Since column F is "SoldDate", and column C is "BoughtDate", your formula is
attempting to identifying rows where the "SoldDate" is less then or equal to
the "BoughtDate".

That means you can sell a stock *before* you bought it ?

Is this a normal procedure, or one that perhaps the SEC might frown upon
?<g>

Serious question. 

-- 
Regards,
RD
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"Dallman Ross" <dman@localhost.> wrote in message
news:c0fthk$hmm$1@reader2.panix.com...
The following has me perplexed.  I would have thought SUMIF
would be what I want, but I can't get it to work.
I have a work*** with some information about stock transactions.
Col. B is the Quantity (shares purchased).  Col. C is Date Bought.
Col. F is Date Sold.  Col. M is Days Held, but we probably don't
need that for my question, and anyway, that's just F minus B.
I want to know how many total shares I owned at the time of
each new purchase.
Here's a sample.  It's sorted by Column F, then Column C:
             B         C          F          M
          Quantity   Bought      Sold    Days Held
  row     --------   ------     ------   ---------
   4        100    19-Feb-02   9-Jan-03     324
   5        200    19-Feb-02   9-Jan-03     324
   6        100    11-Mar-02   9-Jan-03     304
   7        100    11-Mar-02  13-Jan-03     308
   8        200    12-Mar-02  13-Jan-03     307
   9        300    12-Mar-02   5-Feb-03     330
        . . . .
  47        200    31-Jan-03  15-May-03     104
  48        300    25-Feb-03  15-May-03      79
Let's suppose the data is expressed between rows 4 and 48 inclusive.
I tried something like this:
    =SUMIF(F$4:F$48,"<=C4",B$4:B$48)
And I tried dragging that down.  The criteria (in quotes) is what
doesn't work, and it also doesn't increment when I drag.
What I want is to know is the max shares owned during each row's
day-spread.  So at any time between 19 Feb 02 and 9 Jan 03 (inclusive) I
owned 100 + 200 + 100 + 100 + 200 + 300 shares, and that total could in,
say, cell Z4.  The Z5's formula would happen calculate the same spread,
because the dates are identical.  Z47 would show that I owned, max,
500 shares during the period from 31 Jan 03 through 15 May 03.
Hmm, the average shares owned during the time period would be cool
too, but let's get the first problem solved first.  :-)  (The we
can work on graphing it, which I'm also having some trouble with,
but more on that later.)
Thanks for any help.
-- 
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