Add Stock Count SubTotal to Security Reports
Comments
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If you specify a more selective time frame (YTD, Last year, 2020, etc.) that total would seem to become meaningless or confusing. You had a net change in that selected time frame of so many shares. So what? A stock split would also seem to throw a wrench into a simple summation.
This report is really just a pre-customized version of an investment transactions report. I suspect there are specific reasons the original programmers opted away from that summation.
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@q_lurker Agreed that for less than all dates one held a particular security, it could be confusing/misleading.
BUT, if "All Dates" is selected, that figure would be nice to have.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0
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