Mike Richardson
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Joined: Mar 23, 2021
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RE: Stock Portfolio Dashboard - realized gain/loss
Fixed the errors. Thanks.
5 years ago
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RE: Stock Portfolio Dashboard - realized gain/loss
Mynda- The 32 shares (Lot #1) were bought in 2020, and sold in 2021. The 28 shares (Lot #2) were bought in 2021 Lot #1 2020-04-16 Buy 32x ...
5 years ago
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RE: Stock Portfolio Dashboard - realized gain/loss
Second try to upload file
5 years ago
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RE: Stock Portfolio Dashboard - realized gain/loss
Hi Mynda- A sample Excel file is attached. You can see several examples of Unrealised gain where the formulas follow your example Realised g...
5 years ago
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5 years ago
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