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InvestHub.com's
Finance Dictionary and Glossary of Investment Terms

investment history  

Definition 1.

The set of transactions conducted for a given customer by a given exchange member. This information is used to establish standards of investment practice, which can sometimes allow for some leniency within the NASD's trading rules.
 

Definition 2.

The history of a member firm that establishes certain norms in respect of its investment practice.
 
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