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Thanks for the guidance & help. I learned a lot. Regards, Jay

So finally, I amended the formula to take account of Buys in 30 days before and after a loss and is in the attached workbook. I had to change some...

Thanks for the guidance. I will try to amend the formula to take account Buy's in 30 days after a loss. A small confusion. Did you mean "COUNTI...

Although different securities are bought over a time, they are recorded seperately in a different worksheet. Each securities are sorted by name at the...

Column B shows the date of transaction i.e. buy date or sell date or SS(short-sale) date or SSFL(short-sale buy-back) date or split date. There is...