The Annual vs. Monthly IRA Contribution Timing Experiment September 2014 Update.
Annual Contribution Roth IRA
Shares | Price | Total Cost | Market Value | $ Gain/Loss |
---|---|---|---|---|
312.50 | 18.61 | 5,500.00 | 5,815.62 | 315.62 |
Account Summary:
- No account transactions to report.
Monthly Contribution Roth IRA
Shares | Price | Total Cost | Market Value | $ Gain/Loss |
---|---|---|---|---|
236.08 | 18.61 | 4,272.00 | 4,393.53 | 121.53 |
Account Summary:
- 09/01/2014