FinancialHolding
Represents the financial holdings associated with either an account or a financial account. Provided in the Financial Services Cloud Data Kit. This DMO is available in API version 58 and later.
Columns
| Name | Type | References | Description |
| Account ID | Varchar | The associated account. | |
| Change Percent | Double | The percentage change in price. | |
| Currency | Varchar | The currency associated with the price. | |
| Description | Varchar | The financial holding description. | |
| Equity Category | Varchar | The financial holding category. | |
| Financial Account Id | Varchar | The associated financial account. | |
| Financial Holding Class | Varchar | The financial holding class. | |
| Financial Holding Sub Class | Varchar | The financial holding sub class. | |
| Financial Security ID | Varchar | The associated security. | |
| Gain Loss Amount | Double | The gain or loss amount. | |
| Holding Count | Double | The number of holdings purchased. | |
| Financial Holding ID | Varchar | The primary key. | |
| Market Value Amount | Double | The holding market value. | |
| Name | Varchar | The financial holding name. | |
| Purchase Price Amount | Double | The holding purchase price. | |
| Source System Identifier | Varchar | The ID that uniquely identifies the holding in an external data source. |