tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/2096-expanded-portfolio-reportInfinite Kind: Discussion 2018-10-18T14:09:06Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/435401522017-09-23T20:36:05Z2017-09-23T20:36:05ZExpanded Portfolio Report<div><p>Hi Bob,</p>
<p>Try the 'Portfolio' Report.</p>
<p>-Kevin N.<br>
(not a member of MD support)</p></div>-Kevin N.tag:infinitekind.tenderapp.com,2009-01-14:Comment/435401522017-09-23T20:43:08Z2017-09-23T20:43:09ZExpanded Portfolio Report<div><p>Thanks Kevin. I've tried that, but it only appears to provide an aggregate view of holdings in each account on the specified date. It does not appear to provide individual share/lot level details</p></div>bob