Transaction Report

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Posted by Jamie on September 06, 2007 at 17:38:53:

Mark,

Is there a way to get a report of all security (non-cash) purchases and redemptions for a portfolio. I'm not interested in dividends. I'm just interested in knowing which stocks/funds I purchased or sold in the last quarter. Currently, I end up with all the cash transactions and dividends, which makes it hard to find the transactions I'm really interested in. Since I need to do this quarterly, I'm just trying to find a way to reduce the clutter.

FM 8.6

Jamie

Replies:

• Re: Transaction Report Mark 18:14:32 09/06/07 (2)
  • Re: Transaction Report Jamie 05:30:14 09/07/07 (1)
    • Re: Transaction Report Mark 10:23:23 09/07/07 (0)