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Author Topic:   Holdings for Selected Securities
Becky Sharpe
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posted 09-18-2001 07:01 AM     Click Here to See the Profile for Becky Sharpe   Click Here to Email Becky Sharpe     Edit/Delete Message
Is it possible for the unit cost column to be included on this report? It would be helpful information if the entity holds multiple quantities of the same stock with various acquired dates.

thanks.

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Pamela
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posted 09-19-2001 12:10 PM     Click Here to See the Profile for Pamela   Click Here to Email Pamela     Edit/Delete Message
At this time, the only way to add a unit cost column for Holdings for Selected Securities report would be to export the report to excel and add the column and the necessary calculations yourself. The unit cost column on the regular investments report does carry this information.

If you would like to see this in the future, you might want to add it to the enhancements forum.

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