Issuance Of Capital Stock (Historical) Formula in Excel

Understanding Issuance Of Capital Stock (Historical)

The Issuance Of Capital Stock (Historical) formula in Excel with MarketXLS helps you quickly retrieve the proceeds generated from stock issuance for a specified financial period. With this function, you can:

• Access historical issuance data for accurate financial modeling.
• Compare past issuance trends across multiple periods.
• Automate spreadsheets to reduce manual data pulling.

Use this formula when:

• Analyzing a company's equity financing activities over specific years or quarters.
• Tracking changes in issued capital stock for valuation or performance metrics.
• Reviewing and auditing balance sheet items tied to paid-in capital.

Syntax and Parameters

=hf_Issuance_of_capital_stock(Symbol, year, [quarter], [TTM])

• Return Value: Numeric value representing the total issuance of capital stock for the specified period.
• Error Handling: Returns "NA" when the data is unavailable, the symbol is invalid, or your MarketXLS plan does not support the function.

?? Note: Ensure you have an active MarketXLS subscription with access to historical fundamentals, otherwise the function may return "NA".

Examples and Usage

Below are real-world examples of how to implement the formula in Excel. Replace "MSFT" and the date parameters with your preferred symbol and timeframe.

1. Basic Yearly Lookup

   =hf_Issuance_of_capital_stock("MSFT", 2022)

   Retrieves the issuance of capital stock for Microsoft in 2022.

2. Specific Quarter

   =hf_Issuance_of_capital_stock("MSFT", 2022, 2)

   Fetches Microsoft’s issuance for the second quarter of 2022.

3. Trailing Twelve Months (TTM)

   =hf_Issuance_of_capital_stock("MSFT", 2022, 3, "TTM")

   Returns trailing twelve-month data from the third quarter of 2022.

4. Last Quarter (LQ)

   =hf_Issuance_of_capital_stock("MSFT", "lq")

   Finds issuance data for the most recently reported quarter.

5. Last Quarter Minus One (LQ-1)

   =hf_Issuance_of_capital_stock("MSFT", "lq-1")

   Retrieves the issuance figure for the quarter immediately prior to the last.

6. Last Year (LY)

   =hf_Issuance_of_capital_stock("MSFT", "ly")

   Returns the issuance of capital stock for the most recently completed year.

7. Last Year Minus One (LY-1)

   =hf_Issuance_of_capital_stock("MSFT", "ly-1")

   Looks up issuance for one year before the most recently completed year.

8. Last 12 Months (LT)

   =hf_Issuance_of_capital_stock("MSFT", "lt")

   Retrieves issuance data for the last twelve months.

9. Previous Last 12 Months (LT-1)

   =hf_Issuance_of_capital_stock("MSFT", "lt-1")

   Returns issuance for the preceding 12-month period.

? Pro Tip: Combine this function with other historical fundamental formulas (e.g., Revenue (Historical)) to gain a complete financial overview.

Date Inputs

While the function primarily accepts a specific year or relative terms (lq, ly, lt), you can incorporate direct date references in your Excel sheets in several ways:

• Cell references:

  =hf_Issuance_of_capital_stock(A1, B1)

• Direct dates (converted into the required format, typically year):

  =hf_Issuance_of_capital_stock("MSFT", YEAR("2024-03-15"))

• Using Excel date functions:

  =hf_Issuance_of_capital_stock("MSFT", YEAR(TEXT(A1, "yyyy-mm-dd")))

Common Questions

1. What happens if the symbol is invalid?
   • The function returns "NA" when the symbol cannot be validated or found in MarketXLS data.

2. How do I handle quarterly vs. yearly data?
   • Pass the quarter parameter (1–4) for calendar quarters. Omit it or set it to 1 for a yearly total.

3. Does the function support crypto or index symbols?
   • Yes! You can use formats like "^SPX" for indices or "BTCUSD:DEFAULT" for crypto.

4. What if I need more historical data points?
   • Use relative expressions like "ly-1", "lq-2", or "lt-1" to automatically shift the period reference.

5. Are there any performance considerations?
   • MarketXLS pulls data from external servers; response time may vary based on network and data availability. Large batches of function calls can slow Excel calculations, so consider limiting recalculations or using manual calculation modes when working with large datasets.

?? Note: If you experience performance issues, try reducing the frequency of updates or using Excel’s built-in formulas to reduce repeated calls.

By incorporating the Issuance Of Capital Stock (Historical) formula into your Excel workflow, you can streamline equity financing analysis and maintain a dynamic view of a company’s capital structure using real-time MarketXLS data. For more details on other historical fundamentals, explore:

• Revenue (Historical)
• Cost Of Revenue (Historical)
• Gross Profit (Historical)
• R & D Expenses (Historical)
• Selling General and Administrative Expense (Historical)

Stay organized, save time, and produce smarter financial insights with MarketXLS.