This is an IRA account, as I'm ineligible to contribute there should be no funds added or withdrawn. This will make calculating returns both accurate and legitimate as opposed to chowder's mess. The note that says "no open positions " on the graphic is not entirely correct. I hold a legacy partial share of a mutual fund that I never intend to sell as the commissions would be 5x the value of the shares redeemed. Otherwise I currently hold no positions, this was taken saturday 6/13/15 with a net liquidating value of $5,382.81 on dough (my broker)
This is an IRA account, as I'm ineligible to contribute there should be no funds added or withdrawn. This will make calculating returns both accurate and legitimate as opposed to chowder's mess. The note that says "no open positions " on the graphic is not entirely correct. I hold a legacy partial share of a mutual fund that I never intend to sell as the commissions would be 5x the value of the shares redeemed.
ReplyDeleteOtherwise I currently hold no positions, this was taken saturday 6/13/15 with a net liquidating value of $5,382.81 on dough (my broker)