Is there a report that will show the individual lots that are sold in a transaction?

Jeffrey Kirk
Member ✭✭✭
I couldn't find one. Any help?
Thanks in advance.
Thanks in advance.
0
Best Answer
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The Capital Gains Report displays the Date Acquired and Date Sold info - the Date Acquired identifying the lot.
You can customize the report for All Dates and a specific Account and Security to Geta chronological summary for any given security.
Not sure this is the format your looking for but give it a look-see.QWin & QMac (Deluxe) Subscription
Quicken user since 19915
Answers
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No, because once a lot is sold, it's GONE, and there's no record of it.You'd need to review your SALE transactions for the security, one by one, to determine this.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
The Capital Gains Report displays the Date Acquired and Date Sold info - the Date Acquired identifying the lot.
You can customize the report for All Dates and a specific Account and Security to Geta chronological summary for any given security.
Not sure this is the format your looking for but give it a look-see.QWin & QMac (Deluxe) Subscription
Quicken user since 19915 -
Thank you J Mike. This is just what I am looking for.0
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