对PostgreSQL的最后日期

加入我有两个表：（1）stock_purchase表包含买入和股票销售的历史记录; （2）股息表包含在较长的时间框架内为许多股票申报的股息历史。对PostgreSQL的最后日期

我的目标是：结合stock_purchase和股息表，并添加股息分录，如果股票持有的股息日期。

示例表格：（1）stock_purchase表格：在不同日子买入和卖出不同股票的两个账户。

account_name purchase_date ticker_symbol purchase_amount cum_shares_held 
john   02/27/2013  GOOG    500    50 
john   04/15/2013  GOOG    -250    40    
john   08/08/2013  GOOG    1000   150 
john   03/01/2013  FB    750    20 
john   04/15/2013  FB    -500    5 
john   09/15/2013  FB    1500    50 
bill   02/21/2013  GOOG    500    55 
bill   04/12/2013  GOOG    -250    43    
bill   08/29/2013  GOOG    1000   161 
bill   03/17/2013  FB    750    19 
bill   04/12/2013  FB    -500    7 
bill   09/27/2013  FB    1500    57

现在我们有GOOG和FB以下分红历史表。股息按季度申报。

ticker_symbol dividend_date  dividend_amount_per_share 
goog   12/31/2012  .04 
goog   03/31/2013  .04 
goog   06/30/2013  .03 
goog   09/30/2013  .09 
goog   12/31/2013  .05 
goog   03/31/2014  .04 
goog   06/30/2014  .03 
fb   12/31/2012  .44 
fb   03/31/2013  .19 
fb   06/30/2013  .23 
fb   09/30/2013  .25 
fb   12/31/2013  .39 
fb   03/30/2014  .99 
fb   06/30/2014  .79

我已经尝试了几个左/外连接的组合以及插入，但我的结果不是我想要的。

至少，如果我可以在股票表中获得额外的股息记录，这将是一个好的开始。接下来最好的是：只有在我第一次/最后一次购买日期内的股息记录。

任何想法或想法？感谢您的时间和努力。

来源

2014-09-01 user3808860

什么是对这些数据的预期效果？ – bereal 2014-09-01 16:29:44

SQL Fiddle

select distinct on (account_name, sp.ticker_symbol, dividend_date) 
    account_name as account, 
    sp.ticker_symbol as ticker, 
    cum_shares_held, 
    dividend_date, 
    dividend_amount_per_share as dividend_per_share, 
    dividend_amount_per_share * cum_shares_held as dividend_total 
from 
    stock_purchase sp 
    inner join 
    dividend_history dh on 
     lower(sp.ticker_symbol) = dh.ticker_symbol 
     and 
     sp.purchase_date <= dh.dividend_date 
order by account_name, sp.ticker_symbol, dividend_date, purchase_date desc 
; 
account | ticker | cum_shares_held | dividend_date | dividend_per_share | dividend_total 
---------+--------+-----------------+---------------+--------------------+---------------- 
bill | FB  |    19 | 2013-03-31 |    0.19 |   3.61 
bill | FB  |    7 | 2013-06-30 |    0.23 |   1.61 
bill | FB  |    57 | 2013-09-30 |    0.25 |   14.25 
bill | FB  |    57 | 2013-12-31 |    0.39 |   22.23 
bill | FB  |    57 | 2014-03-30 |    0.99 |   56.43 
bill | FB  |    57 | 2014-06-30 |    0.79 |   45.03 
bill | GOOG |    55 | 2013-03-31 |    0.04 |   2.20 
bill | GOOG |    43 | 2013-06-30 |    0.03 |   1.29 
bill | GOOG |    161 | 2013-09-30 |    0.09 |   14.49 
bill | GOOG |    161 | 2013-12-31 |    0.05 |   8.05 
bill | GOOG |    161 | 2014-03-31 |    0.04 |   6.44 
bill | GOOG |    161 | 2014-06-30 |    0.03 |   4.83 
john | FB  |    20 | 2013-03-31 |    0.19 |   3.80 
john | FB  |    5 | 2013-06-30 |    0.23 |   1.15 
john | FB  |    50 | 2013-09-30 |    0.25 |   12.50 
john | FB  |    50 | 2013-12-31 |    0.39 |   19.50 
john | FB  |    50 | 2014-03-30 |    0.99 |   49.50 
john | FB  |    50 | 2014-06-30 |    0.79 |   39.50 
john | GOOG |    50 | 2013-03-31 |    0.04 |   2.00 
john | GOOG |    40 | 2013-06-30 |    0.03 |   1.20 
john | GOOG |    150 | 2013-09-30 |    0.09 |   13.50 
john | GOOG |    150 | 2013-12-31 |    0.05 |   7.50 
john | GOOG |    150 | 2014-03-31 |    0.04 |   6.00 
john | GOOG |    150 | 2014-06-30 |    0.03 |   4.50

来源

2014-09-01 16:54:51

对PostgreSQL的最后日期

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