Sale Of Short Term Investments (Historical) Formula in Excel

This guide explains how to use the Sale Of Short Term Investments (Historical) formula in Excel with MarketXLS. This powerful function helps you retrieve the total amount of short-term investments that have been sold during a given financial period, providing valuable insights for analyzing a company’s cash flow and investment activities.

Understanding Sale Of Short Term Investments (Historical)

• Purpose and Use Cases
  The Sale Of Short Term Investments (Historical) formula is designed to pull historical data about a company’s short-term investments that have been sold within a specified period. This is key to financial analysis that involves assessing liquidity, cash flow, and short-term asset management.

• Key Benefits

  • Quickly analyze changes in short-term investment positions over time.
  • Enhance your financial models and valuation analysis by understanding a company’s investment activities.
  • Integrate with other MarketXLS historical fundamental formulas for comprehensive details on a company’s financial health.

• When to Use
  Use this formula when you need to track or compare how much a company has liquidated from its short-term investment portfolio over different years or quarters.

Syntax and Parameters

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

?? Note: If the Symbol is invalid or the user license is not valid for this feature, the function returns "NA".

Return Value:
• Returns a numeric value representing the total amount of short-term investments sold during the specified period.
• If data is unavailable, returns "NA".

? Pro Tip: You can provide date inputs in multiple ways:
• Using cell references: =hf_Sale_of_Short_Term_Investments(A1)
• Direct dates: =hf_Sale_of_Short_Term_Investments("2024-03-15")
• With Excel date functions: =hf_Sale_of_Short_Term_Investments(TEXT(A1,"yyyy-mm-dd"))

Examples and Usage

Below are some practical examples demonstrating how to use the Sale Of Short Term Investments (Historical) formula in various scenarios:

1. Retrieve the sale of short-term investments for 2022:

   =hf_Sale_of_Short_Term_Investments("MSFT", 2022)

2. Specify both year and quarter:

   =hf_Sale_of_Short_Term_Investments("MSFT", 2022, 2)

   Returns the value for the second quarter of 2022.

3. Use trailing twelve months (TTM) data for quarter 3 in 2022:

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

4. Retrieve the last quarter’s data:

   =hf_Sale_of_Short_Term_Investments("MSFT", "lq")

5. Go one quarter back from the last quarter:

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

6. Retrieve data for the last year:

   =hf_Sale_of_Short_Term_Investments("MSFT", "ly")

7. Get data for last 12 months:

   =hf_Sale_of_Short_Term_Investments("MSFT", "lt")

? Pro Tip: When working with large datasets or multiple symbols, consider caching results in Excel to improve performance. MarketXLS calls external data sources, so reusing the same data points can speed up calculations.

Common Questions

1. What if the function returns “NA”?

• This usually indicates invalid inputs, data unavailability, or a license issue. Double-check your symbol, year, and quarter parameters, and verify your MarketXLS subscription level.

2. Can I use this function for other asset types like crypto or indices?

• Yes. Simply pass the symbol parameter in the correct format, such as "^SPX" for the S&P 500 index or "BTCUSD:DEFAULT" for Bitcoin.

3. Are there any performance considerations for large workbooks?

• The function pulls data from external APIs. If you have numerous formulas, fetch values once and reference them across your workbook to reduce repeated API calls.

4. Where can I find related metrics about a company’s performance?

• Explore other historical fundamental formulas by MarketXLS, such as:
  • Revenue (Historical)
  • Cost Of Revenue (Historical)
  • Gross Profit (Historical)
  • R & D Expenses (Historical)
  • Selling General and Administrative Expense (Historical)

?? Note: Always ensure you have a stable internet connection. A poor network may result in slow or failed data retrieval.

Happy analyzing! By leveraging the Sale Of Short Term Investments (Historical) formula, you can gain deeper insights into how actively a company manages its short-term investment assets and bolster your financial assessments.