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Enter Total Cash Invested for Company
Cash Invested |
Enter Date(s) of Investment. If investment spans years, enter range,
Date(s) Invested |
Enter the Name of the Company.
Company Name |
Enter the age of the company in years at the time of initial investment.
Age of Company (Yrs) |
Enter the primary industry in which the company operates.
Primary Industry |
Describe the specific products and services of the company in more detail.
Description of Products/Services |
Enter any cash proceeds received from the investment.
Cash Proceeds Received from Investment |
Enter the cost basis of any cash proceeds received.
Cost Basis of Cash Proceeds |
Enter the Date(s) proceeds were received. If received over a span of time, enter the range of dates.
Date(s) Proceeds Received |
Enter the value for the firm's holding in the this company if this company was in the portfolio prior to your arrival.
Valuation of Remaining Holdings |
Enter the cost basis of any remaining holdings.
Cost Basis of Remaining Holdings |
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