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Past Dividends

Table - Past Dividends

The Past Dividends widget provides detailed information about dividends that have been paid in the past for your stock holdings. This table includes essential data points such as declaration dates, ex-dividend dates, payment dates, number of units held, dividend amounts, and the resulting income.

Key Features:​

  • Holding: The name and ticker symbol of the stock.
  • Declaration Date: The date on which the dividend was declared.
  • Ex-Dividend Date: The cutoff date by which you must have owned the stock to receive the dividend.
  • Payment Date: The date on which the dividend was paid out.
  • Units: The number of shares you held at the time of the ex-dividend date.
  • Amount: The dividend amount per share.
  • Income: The total pre-tax income from the dividend based on the number of shares held.

Time Intervals:​

The widget allows you to view past dividend data over various time intervals:

  • 1M: One month
  • 3M: Three months
  • 6M: Six months
  • 1Y: One year
  • 5Y: Five years
  • Max: Maximum available data

Filter Options:​

You can filter the data to show dividends for:

  • All Ticker: Displays dividends for all holdings.
  • Individual Holdings: Select specific holdings to view their dividend history by choosing the ticker symbols from the menu at the top.

Important Notes:​

  • The displayed income might differ from the posted transactions due to taxes and exchange rate differences. The income calculated in this table is pre-tax and based on the original currency amounts, which might not reflect the actual received amount after conversion and tax deductions.