The sum total of all dividends received by an investor for tax purposes, including ordinary dividends, capital gains distributions, and non-taxable distributions.
A half stock is a security sold with a par value that is approximately half of the traditional stock price, yet still carries the same functionality as regular shares, often tied to preferred stock offerings.
Held-to-Maturity (HTM) securities are bought to be held until they mature. Letβs demystify what this means, how it works, and maybe even crack a joke or two along the way!
Holdings refer to the contents of an investment portfolio held by individuals or entities, providing a glimpse into their investment strategy and risk management approach.