[GNC] Changing from one year to the next

[Adrien Monteleone]

Or...you found a bug.

Regards,
Adrien

On 1/21/26 11:49 AM, R Losey wrote:
> Well, it's not so much a tool as a column option (speaking of "Period
> (Total)"). It would be nice to know what's causing this, but it just isn't
> that critical.
> 
> Remember that the period re-started on 01 Jan, so we're only talking about
> a few transactions. After writing the longish note below, I did a little
> more digging, and I'm more puzzled. Since 01 Jan, there have been four
> transactions: A dividend, and three other transactions. I think that only
> holdings with transactions this year should change the brokerage balance.
> All transactions were done at the highest value of the holdings. Thus, I
> don't understand why the overall brokerage has such a huge hit. I was
> thinking of perhaps if there was a stock split item and it didn't account
> for that, and thus, it looked like a huge loss... but not on the
> year-to-date changes.