Weston Company had the following long-term available–for-sale securities in its portfolio
at December 31, Year 1. Weston had several long-term investment transactions during the
next year. After analyzing the effects of each transaction, (1) determine the amount
Weston should report on its December 31, Year 1 balance sheet for its long-term
investments in available-for-sale securities, (2) determine the amount Weston should
report on its December 31, Year 2 balance sheet for its long-term investments in
available-for-sale securities, (3) prepare the necessary adjusting entry to record the fair
value adjustment at December 31, Year 2.
Available-for-Sale Securities (LT)
40,000 shares of Beach common stock
15,000 shares of Danfield common
stock
18,000 shares of Cardinal common
stock
Sold 9,000 shares of Cardinal common stock
for $203,000 less a brokerage fee of $850.
Purchased 30,000 shares of Apex common
stock for $995,000 plus a brokerage fee of
$2,500. The shares represent a 30% ownership
in Apex.
Purchased 108,000 shares of Desert Springs
common stock for $1,525,000 plus a brokerage
fee of $4,200. The shares represent a 54%
ownership in Desert Springs.
Purchased 12,000 shares of Cliff common
stock for $223,500 plus a brokerage fee of
$450. The shares represent a 10% ownership.
At December 31, Year 2, the fair values of its
investments are: Beach, $502,500; Danfield,
$411,800; Cardinal, $203,100; Apex,
$1,113,250; Desert Springs, $1,576,000; Cliff,
$224,750.