The Annual vs. Monthly IRA Contribution Timing Experiment July 2015 Update.
Annual Contribution Roth IRA
Shares | Price | Total Cost | Market Value | $ Gain/Loss |
---|---|---|---|---|
614.12 | 19.26 | 11,120.63 | 11,827.87 | 707.24 |
Account Summary:
- No account transactions to report.
Monthly Contribution Roth IRA
Shares | Price | Total Cost | Market Value | $ Gain/Loss |
---|---|---|---|---|
475.10 | 19.26 | 8,824.66 | 9,150.39 | 325.73 |
Account Summary:
- 07/01/2015