Click on the + to view the detail of each purchase made in the process of acquiring your security
Date acquired reflects the purchase date or the date when the security was received into your account. "Multiple" is displayed if more than one purchase was made for the security.
Average cost per unit is displayed for each position and includes commission
Note the daily price change for each position in your account
Navigation Tool - Shows the page displayed within Baird Online

Unrealized Collapsed Tax Lots

With the Unrealized Collapsed Tax Lots Screen, you can quickly view a comparison of the current market value and the cost of the security positions in your account.

Sample Data presented for illustrative purposes only.

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