Portfolio View Customized to Show Closed Lots not Displaying Lots Closed by Short Actions
ShortSell & CoverShort closed lots do not appear on customized Portfolio view.
A Portfolio View for Show=Value that has been customized using Options > Show Closed Lots is not displaying lots closed by Short Actions. Lots closed by other Actions are displayed as expected.
A solution to this scenario is to rely on the Capital Gains report for viewing the Gain/Loss for these closed positions.