Issuance Purchase Of Equity Shares (Historical) Formula in Excel

Are you looking to easily track a company's net equity issuance or purchase activity? The Issuance Purchase Of Equity Shares (Historical) formula in Excel with MarketXLS helps you analyze how much equity capital a company has raised or repurchased over a specific historical period. This function is an essential tool for conducting deep fundamental analysis and understanding a firm's financing strategy.

Understanding Issuance Purchase Of Equity Shares (Historical)

• Purpose: This formula returns the net equity shares issued (cash inflow) or repurchased (cash outflow).
• Key Benefits:
  • Quickly assess a company's capital-raising activities.
  • Spot trends in share buybacks.
  • Make more informed investment decisions.
• When to Use:
  • Evaluate if the company is issuing new shares or conducting share repurchases.
  • Compare yearly or quarterly changes in equity structures.

Syntax and Parameters

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

Return Value:

• Returns a numeric value representing the net equity shares issued or repurchased during the specified period.
• If no data is available or if the subscription is invalid, it returns "NA".

?? Note: This function requires a MarketXLS Historical Fundamentals Data subscription to return live or most recent historical results.

Examples and Usage

Below are some practical examples showing how to call this function with different parameter inputs:

1. Retrieve data for a specific year:

   =hf_Issuance_Purchase_of_Equity_Shares("MSFT", 2022)

2. Retrieve data for a quarter within a specific year:

   =hf_Issuance_Purchase_of_Equity_Shares("MSFT", 2022, 2)

3. Retrieve trailing twelve months (TTM) data from a specific year and quarter:

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

4. Retrieve data for the last quarter (lq):

   =hf_Issuance_Purchase_of_Equity_Shares("MSFT", "lq")

5. Retrieve data for the previous quarter (lq-1):

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

6. Retrieve data for the last year (ly) or previous last year (ly-1):

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

7. Retrieve data for the last 12 months (lt) or previous last 12 months (lt-1):

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

? Pro Tip: Combine this formula with other Historical Fundamental functions (e.g., Revenue, Gross Profit) to get a complete picture of a company's financial trends.

Common Questions

1. Why am I getting "NA"?

• You might be missing a valid data subscription. Ensure your MarketXLS subscription supports historical fundamentals.
• Check if the symbol or time period requested is valid.

2. How do I refresh the data?

• MarketXLS automatically refreshes data when you reopen Excel or when you use the "Refresh All" option.

3. Can I use this function for international symbols, indices, or options?

• Yes. You can pass symbols like "^SPX" for indices, use "@MSFT 110122C00020000" for options, or "BTCUSD:DEFAULT" for crypto pairs.

4. What if the function returns a #NAME! error in Excel?

• Make sure the MarketXLS add-in is properly installed and that Excel recognizes the hf_Issuance_Purchase_of_Equity_Shares function name.

By incorporating the Issuance Purchase Of Equity Shares (Historical) formula into your Excel workflow, you can better understand a company's equity financing activities and make more informed investment strategies.