The Annual vs. Monthly IRA Contribution Timing Experiment December 2015 Update.
Annual Contribution Roth IRA
Shares | Price | Total Cost | Market Value | $ Gain/Loss |
---|---|---|---|---|
634.03 | 17.78 | 11,479.89 | 11,273.07 | -206.82 |
Account Summary:
- 12/28/2015 – Reinvested $237.05 Dividend
- 12/28/2015 – Reinvested $11.67 Short-Term Capital Gain Distribution
- 12/28/2015 – Reinvested $110.54 Long-Term Capital Gain Distribution