A prospect’s transactions page lists all security transactions entered in the system, including the quantity of shares owned, transaction date, share price, transaction value and more. From the Show field on the page, you can filter the transactions displayed. After selecting a Show option, click Apply to update the view.
To access a transaction page, from the prospect’s Wealth and Ratings screen, click Securities in the Wealth summary grid. The constituent’s Securities page appears.
Note: For organizations, households, and groups click Securities in the Wealth summary section of the Wealth and Ratings screen.
In the grid, click the Issuer name entry for which you want to view transaction information.