Forum Discussion
Jrow3568
Jan 20, 2025Copper Contributor
Formula
I am using a spread sheet program to keep track of my stock. First col is the ticker. Second col is the number of shares I own. Third col is the dividend that the stock pays per share. The fourth co...
m_tarler
Jan 27, 2025Bronze Contributor
The most robust way would be to create a new table for dividend per share. So I would have
Date, Company, Dividend/Share
Then you can do a lookup based on max date <= given date for given company to find the correct Dividend/Share value
while you are at it and assuming the # of shares you own doesn't change often then you could also have a separate table for the # shares you own and do a lookup for that value too so you don't have to manually enter that each time.