Portfolio Performance not reporting accurately (Q Mac)
I have had an Etrade account for several years. I bought shares of three securities in January of 2021 from cash in the account. The "Gain/Loss YTD (%)" column shows 9.1% when Etrade shows 20% for the same account for the same YTD period. THe three securities that I bought have "grayed out N/A" in Gain/Loss YTD (%) and Gain/Loss 12-Month Period (%). It seems inconceivable that performance would not include securities purchased during the year on which there have been gains. For instance, the three securities that I purchased have gains of 12.8%, 71.6% and 25.4%. I am fairly sure that if these were calculated in with the other securities that I owned at the beginning of the year, the result would be similar or the same as Etrade's. The transactions for the three securities are simple BUY transactions. Help would be appreciated.
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