Summarise a Dividend Reinvestment Plan Statement

You are in a dividend reinvestment plan and the statement showing recent activity reads like a riddle. This sets out the dividends you were due, how many new shares they bought and at what price, and what your position looks like now. Good for anyone running a DRIP who wants to know whether it is quietly working as intended.

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You participate in a dividend reinvestment plan (DRIP) and have received a statement showing recent activity. You want to understand exactly what has happened to your dividends and how it affects your position.
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**Summarise the DRIP statement in plain language:**
1. Dividends received: the total cash dividends declared and the amount you were entitled to
2. Shares acquired: how many new shares were purchased, at what price, and on what date
3. Updated holding: your total holding before and after the reinvestment
4. Cost basis implications: how the new shares affect your average cost per share for tax purposes
5. Cumulative reinvestment value: the total additional shares acquired through reinvestment over the history of your participation
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- Five clearly labelled sections in plain English
- A running total table: period, dividend, shares acquired, total holding
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