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viewing closed positions

To view Closed Positions, take the following steps:

  • First. click on Positions & Alerts tab in the main menu at the top of the page (1).
  • Next, click to select the portfolio containing the closed positions, or select All to view all closed positions in all portfolios (2).
  • Then, click on the Closed Positions tab (3).
  • Click to select the time period of Closed Positions you would like to view (4). The default time period shows the last 6 months.