Gains and Losses:
The gain / loss shown on the M1 Finance platform is the unrealized gain from owning the individual holding or portfolio. An unrealized gain/loss is a profit/loss that exists on paper, resulting from your investments. A gain/loss becomes realized once the position is sold for a profit/loss.
Unrealized Gain/ Loss = Value of Investment - Cost of Investment
Unrealized Gain/Loss % = (Value of Investment - Cost of Investment) / Cost of Investment
Total gain is a combination of all capital gains and dividends earned
The increase or decrease in value of your investment. Capital gains are either unrealized or realized. An unrealized capital gain is a position in a stock or fund that has yet to be sold. A realized capital gain is the profit or loss experienced when a position has been both bought and sold.
|Date||Activity||Share Price||Shares Owned||Value||Realized Gain||Unrealized Gain||Capital Gain|
|April 1||Bought Share||$110||1||$110||$0||$0||$0|
|June 1||Sold Share||$120||0||$0||$10||$0||$10|
The interval cash payments made by companies to their current shareholders