Report of Closed Stocks

[Ilikemybu]

Mark,

Is there anyway to create a report of closed investments over a defined period?

Dave

[Mark]

Hi Dave,

What is your definition of "closed"? Sold all the shares? You could run a Custom report and include "Shares" in the report, and sort by that, so that all the positions with zero shares were together at the top/bottom of the report.

[Ilikemybu]

yes, closed, but wouldn't that include all closed investments, not just those in the reporting period.

[Mark]

You could turn on the option "Options / Report Preferences... / General / Investment Display: / Do Not Display Investments With Zero Share Balance" to "Over Entire Report Date Range". This will prevent any investments that were never owned during the report date range from being displayed.