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Documentation Shelly Cashman Excel 2019 | Module 7: SAM Critical Thinking Project 1c Ballantyne Investments IMPORT DATA AND INSERT SMARTART, IMAGES, AND CHARTS Author:Michelle Note: Do not edit this sheet. If your name does not appear in cell B6, please download a new copy of the file from the SAM website. Asset Management Asset Management Team NamePositionSpecialtyYears ExperienceFromPerformance Summary ($ millions) Ballantyne Investments Performance Summary Total Cost of AccountsValue of AccountsDifference $Difference % $ 5,968.24$ 6,655.96$ 687.7212% Client Investment Tracker Client Investment Tracker Total invested$ 8,300.00Gain (Loss)$ 450.00 Total value$ 8,750.00% Gain (Loss)5.4% DateInvestmentTotal ValueTotal InvestedTotal Gain (Loss)Total % Gain (Loss) 1/12/21$ 2,000.00$ 2,000.00$ 2,000.00$ - 00.0% 2/10/21$ 1,000.00$ 3,100.00$ 3,000.00$ 100.003.3% 3/8/21$ 500.00$ 3,425.00$ 3,500.00$ (75.00)-2.1% 4/12/21$ 500.00$ 3,995.00$ 4,000.00$ (5.00)-0.1% 5/11/21$ (200.00)$ 3,900.00$ 3,800.00$ 100.002.6% 6/3/21$ 1,000.00$ 5,050.00$ 4,800.00$ 250.005.2% 7/5/21$ 1,500.00$ 6,775.00$ 6,300.00$ 475.007.5% 8/2/21$ 2,000.00$ 8,750.00$ 8,300.00$ 450.005.4% Total invested: Total Value of Investments JanTotal ValueTotal Invested20002000FebTotal ValueTotal Invested31003000MarTotal ValueTotal Invested34253500AprTotal ValueTotal Invested39954000MayTotal ValueTotal Invested39003800JunTotal ValueTotal Invested50504800JulTotal ValueTotal Invested67756300AugTotal ValueTotal Invested87508300 Ballantyne Investments