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•Investors purchase and sell at the market
(ownership). price at the time of the transaction. 8 © 2022 Innovest Portfolio Solutions, LLC
•Represents ownership in a corporation.
price greater than the purchase price.
Price driven by supply and demand.
•No guarantees or promises are
–Investors profit when selling at a
made by the issuer or seller.
•Also referred to as equities
–Most stocks are traded in the
Stocks (Equities)
secondary market.
Investing Fundamentals –

