Query: Stock Sale Amount Total to include Split amount

The Problem: The only way to have the stock sale split amount between two different funds is to have it appear in a report however, the reports do not allow me to capture all information that is needed to reconcile with our finance office: ie. stock issuer, unit, broker fee, stock transfer, sold amount etc. Please either add this as an option to query, export or reports

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  • Feb 4 2019
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