Reporting Investment lots
Is there a way to report and/or export the lot history for a stock?
thanks,
e
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1 Posted by dwg on 28 Feb, 2018 05:15 AM
The Cost Basis report will show each lot separately, so would suggest you look at it and see if it meets your needs.
2 Posted by Elizabeth M G S... on 28 Feb, 2018 02:34 PM
Thanks for your reply. It does half of what I need. It doesn’t show which lots have been sold, when they were sold, and which are still available.
best,
e
System closed this discussion on 30 May, 2018 02:40 PM.