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Our stock club has bought and sold some stocks several times over the years and this is affecting our NAIC Stock Valuation Statement. We now show an increase between original and current price but a negative Compound Annual Returns (CAR). I would like to see where we stand with what we currently own and do not care to have the affect from past stocks that have bought, sold, and paid taxes on having any influence on current holdings. How can I reset the data base to only reflect what is currently owned? Keystroke by keystroke please.
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Rank: Administration
Posts: 437
Thanks: 7 times
Was thanked: 14 time(s) in 10 post(s)
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In Club Accounting 3, select Tools > Settings from the program menu, then uncheck the "Include Earlier Ownership" box on the right side.
Doug
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