| | 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.
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Definition 2.
The history of a member firm that establishes certain norms in respect of its investment practice.
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