Sale of specified lots - detailed report available?

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Posted by Del DeVries on April 02, 2006 at 16:34:20:

For a stock sale ("redemption") it is possible to specify the purchase lot(s) which correspond. A summary of the sale can be printed with the report "Capital Gains - Specific lot ..."

The details of which purchases correspond to a specific sale are observable on the screen for Editing Investment Data - Specify Lots. How can I print a report that shows these details of the specified lot for a single stock sale. For example:

Sale of FAST 11/2/2005 240 shares
from the Specific lots:
Purchased 2/2/2000 200 shares
Purchased 12/31/2004 40 shares

Obviously other details such as price per shares, totals, would also be desired!

Replies:

• Re: Sale of specified lots - detailed report available? Del DeVries 16:59:43 04/02/06 (1)
  • Re: Sale of specified lots - detailed report available? Mark 11:17:35 04/03/06 (0)