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Portfolio Evaluation
 
 
 

Account(s) Overview / Realized Gains/Losses / Unrealized Gains/Losses / Asset Allocation
 
 
Realized Gains/Losses  

 
Period: Symbol:  

 
 
Realized Gains/Losses by Term  

 


Short Term: $0.00
Long Term: $5,208.73
Total: $5,208.73
 

 
 
Click Security Symbol in the Symbol column to view details and position history.  
 
Data As of  08/05/1999  








 
Symbol Qty Gain/ 
Loss ($)
Open     
Trade Date
Close     
Trade Date
Term  

 






BTGC 100 488.59 01/12/1996 08/19/1999 Long
BTGC 500 3,942.96 01/11/1996 08/19/1999 Long
BTGC 200 777.18 01/10/1996 08/19/1999 Long
BTGC 200 N/A   08/19/1999 Long
 

 
 
Important Information  

 
NetxModel is not authorized to give tax advice. The information displayed should be considered general reference. Cost basis information for securities acquired prior to activation of the tax lot accounting system or for securities delivered into your account after purchase, has been provided to NetxModel by you. NetxModel makes no representation as to the accuracy of information provided by clients. Total realized and unrealized gains and losses do not include securities for which no cost basis is available. Note: In the absence of instruction to the contrary, sell transactions will be recorded on a first in first out (FIFO) accounting basis. Cost basis may change in the event of the death of an account owner. Consult your attorney or tax advisor for additional information.
 

 
 
 

 
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