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Activity Summary
ABC COMPANY: 565011JOHN SMITH: XXX-XX-1234
Information as of 01/01/YYYY
| 1 - 4 of 4 Results Found |
| Description | Shares | Market Value | Cost |
|---|---|---|---|
| Opening Balance | 12,693.8928 | $149,311.42 | $128,983.02 |
| Contribution | 45.7829 | $210.18 | $210.18 |
| Gain/Loss | 0.0000 | $47.52 | $0.00 |
| Closing Balance | 12,738.9075 | $149,569.12 | $129,193.12 |
1 - 4 of 4 Results Found