Hi, I bought some shares for a few months a while back but can anyone tell me if there is a way of searching for how many shares you bought in a certain month, or even a yearly statement I can see on the share site?
I.e. Jan 2020 - 20 shares, February 2020 15 shares, etc etc.
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Yearly statement of shares bought?
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Cucumber
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BenacreNick
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Re: Yearly statement of shares bought?
You can try here :-
https://www.esp-portal.com
From memory the registration process can take a few days.
https://www.esp-portal.com
From memory the registration process can take a few days.
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Cucumber
- Posts: 1052
- Joined: 09 Dec 2018, 10:24
- Gender: Female
Re: Yearly statement of shares bought?
Thanks, I've been on that but it just gives me what I currently have, no breakdown of what I bought and when. Kind of looking for a yearly statement like a mortgage/bank statement type of thing.BenacreNick wrote: ↑06 Oct 2022, 15:36You can try here :-
https://www.esp-portal.com
From memory the registration process can take a few days.
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BenacreNick
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Re: Yearly statement of shares bought?
Hey Cucumber.
Yes - I have seen something like you described in the past.
So I looked upstairs and found a RM Share Incentive Plan Statement (dated July 2021).
It shows Free Shares, Partnership Shares, and Matching Shares and is 7 pages.
Then it itemised every single contribution and shares purchased from Feb 2020 to June 2021 and partnership shares and matching shares awarded.
The last page shows locked-in shares, conditional and available shares.
I will keep checking for the next statement, in the meantime the tel no is 0800 0121213.
Yes - I have seen something like you described in the past.
So I looked upstairs and found a RM Share Incentive Plan Statement (dated July 2021).
It shows Free Shares, Partnership Shares, and Matching Shares and is 7 pages.
Then it itemised every single contribution and shares purchased from Feb 2020 to June 2021 and partnership shares and matching shares awarded.
The last page shows locked-in shares, conditional and available shares.
I will keep checking for the next statement, in the meantime the tel no is 0800 0121213.
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Cucumber
- Posts: 1052
- Joined: 09 Dec 2018, 10:24
- Gender: Female
Re: Yearly statement of shares bought?
excellent. thanks very much