Investments Report
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Investments Report The Investments Report details your club's investment portfolio as of a selected date. Name - The name of each security or investment held in your club portfolio as of the selected date.. Shares Held - The number of shares of each security in your club portfolio as of the selected date. Valuation Date - The date of the valuation used to determine the market value of each security included on the report. Market Value - The value of your club holdings in each security as of the date of the report Percent of Portfolio - Each individual investment as a percentage of the total value of all the investments held by the club. |
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