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antbee -

I'm several hundred miles from home, without access to my spreadsheet, so I can't give you a definitive answer. However, I would guess that separating long and short term gains would be a relatively easy matter on the detail page. I would probably just insert a line at the one year mark and do the calculations there, showing only what was underneath. Then, I would redo the formula at the top to reflect only the short-term purchases.

Yes, I would remove the information from the line on the summary sheet. As an old database person, I would never toss the detail information.

Well, I'm getting kicked off this computer, so if you email me via GLSmyth@Yahoo.com I can give you a more complete answer when I get home in a little over a week.

Cheers -

george
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