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Transaction Lots

Help/Concepts/Asset Positions

Lots are composed of all the Position Units of an Asset that were were initiated by the same Transaction.

Every time you execute a purchase, you open a new Lot. Should you sell only a portion of this Lot, the sold part is deemed closed, while the remainder continues to be open.

For a more detailed explanation, you can refer to the Investopedia article on Tax Lots.

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