How might I find the sale date of a specific stock lot?

ChicagoGuy

Assume stock ABC

• I can create a report of ABC purchases, so I can see the purchase date of all ABC lots
• Whenever I sell shares of ABC, I assign specific lots
• Sometime later, how might I find the sale date of a specific ABC stock lot?

q_lurker

I’d try the Capital gains report. Expand time frame to all dates or as needed, customize securities and accounts, sort by security rather than short- long-term. Review the report for the desired bought date (could be multiple sales using part of same lot).

q_lurker

I’d try the Capital gains report. Expand time frame to all dates or as needed, customize securities and accounts, sort by security rather than short- long-term. Review the report for the desired bought date (could be multiple sales using part of same lot).