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Author Topic:   Security performance
Cathcart
Member 		posted 01-04-2002 12:11 PM     Click Here to See the Profile for Cathcart     Edit/Delete Message
On May 1 during the tax year I receive a stock distribution: cost basis $1, FMV on 5/1 $100. On 12/31 I update the portfolio's FMV. Is there a way to show or print how the stock performed since the distribution date?

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Pamela
Member 		posted 01-04-2002 01:21 PM     Click Here to See the Profile for Pamela   Click Here to Email Pamela     Edit/Delete Message
What do you mean by performance? What do you want to see?

Your Securities Portfolio Analysis report will give you the overall gain/loss from distribution date through FMV of December 31 if you entered the distribution as a buy transaction.

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Cathcart
Member 		posted 01-07-2002 10:51 AM     Click Here to See the Profile for Cathcart     Edit/Delete Message
Thank you. I had not realized that by updating the FMV on the date of the distribution I would get the 'starting point' for tracking how the stock is doing during the months ahead (what I meant by performance).

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