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Showing closed lots in the portfolio view

Jon FosterJon Foster Member ✭✭
edited May 2018 in

The investing /portfolio view is able to show closed lots, but it shows when I sold a particular lot. I want to see the lots I sold by the date acquired date. Is there a way to show the lots I sold for a particular security - showing both the sold and acquired date?

Comments

  • Howard RoarkHoward Roark Member ✭✭✭✭
    edited May 2018

    Reports > Investments > Capital Gains. Subtotal by Security.
  • Jon FosterJon Foster Member ✭✭
    edited October 2016


    Reports > Investments > Capital Gains. Subtotal by Security.

    That does not show the sum of the # of shares?
  • q_lurkerq_lurker SuperUser ✭✭✭✭✭
    edited December 2016


    Reports > Investments > Capital Gains. Subtotal by Security.

    Showing the sum was not a criterion you identified initially.  What share sum are you looking for --  Date of Sale, ST, LT?  

    Use a second report - Investment Transactions - limit to Actions of Sold, SoldX - subtotal by security.  That will show all the shares of the sold transaction on a particular date but no ST / LT distinction.  That will be the best you can do within Quicken.

    But with respect to your tax return, there is nothing wrong with listing the individual lots sold.
  • Jon FosterJon Foster Member ✭✭
    edited October 2016


    Reports > Investments > Capital Gains. Subtotal by Security.

    Thanks for the reply and pointer to the report. This solves my need. Much appreciated for you taking the time.
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