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Stock Reports on Existing Investments Does anyone have a template they've used for monthly stock reports (on stocks already owned) they'd be willing to share? We are working on a standard format so our partners have similar items to research on a regular basis.
On Mon, Oct 5, 2015 at 10:59 AM, Scott Haglund <scotthaglund@charter.net> wrote: Does anyone have a template they've used for monthly stock reports (on stocks already owned) they'd be willing to share? We are working on a standard format so our partners have similar items to research on a regular basis. |
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