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researcher59

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Re: SSKILLZ1 post# 112809

Tuesday, 05/07/2024 3:27:28 PM

Tuesday, May 07, 2024 3:27:28 PM

Post# of 113276
SSK - does Schwab have a cost basis display for portfolio holdings by lot ? At Ameritrade one can click on a security to see each purchase date, the lot size and gain or loss. One can also choose specific lots for sales for tax purposes.

Are these feature offered by Schwab ???
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