Activity that occurs in a portfolio is represented by transactions.  Transactions are automatically recorded when you buy or sell securities, deposit or withdraw cash, receive dividend or capital gain distributions, or receive or repay a margin loan.  The portfolio's Transactions view displays the list of transactions that have occurred in the portfolio.


To view a portfolio's transactions:


    1. Select the portfolio in the TakeStock Explorer.

    2. Click the portfolio view's Transactions tab.


See also:


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