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Portfolio Holdings
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Account 123456 DEMO
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The Portfolio screen displays your long portfolio holdings for a particular account as of the date at the top left-hand side of the screen. (Long securities are those that you own in your account.) Information about the securities you hold, including quantity, price, market value, type of security and type of account in which you hold the securities, is displayed. For further details, please click on Help and choose Portfolio Holdings.
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Select 'Quantity' to view detail |
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Security
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Quantity
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Price
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Value
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DIS
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1500 |
58 1/8 |
$87,187.50 |
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| WMT |
500 |
26 3/4 |
$13,375.00 |
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| GM |
2000 |
51 1/8 |
$102,250.00 |
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| KAUFX |
191 |
5.67 |
$1,082.97 |
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| Information on Pricing of securities. |
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All data shown above is for demonstration purposes only
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