Stock Sales

The Stock Sales tab appears on revenue records for payments of stock. On this tab, you can view and edit information about the sale of shares of the stock associated with the payment.

Under Stock sale totals, a summary of the stock sale transactions associated with the payment appears. You can view the units sold and remaining, the total sale amount of the shares, and the total amount gained or lost from the stock sale transactions. You can also view the total proceeds and the total amount of any fees associated with the transactions.

When your organization sells shares of the stock received with the payment, the Stock sales grid displays information about the stock payment and the sale of its units or shares. In the grid, you can view the date, amount, number of units, and prices per share of the stock at the time of the payment. To view information about the sale of shares of the stock, select the plus (+) sign. In the tree-view, you can view the number of units sold; the date, amount, and prices per share at the time of the sale; the amount gained or lost with the sale; the amount of any fees associated with the sale; and the net proceeds of the transaction.

From the grid, you can edit the information about a sale of stock as necessary. For information about how to edit this information, refer to Edit or Adjust a Stock Sale Transaction.

Note: Your organization may receive multiple shares, or units, or stock from a constituent in a single payment. Your organization can then sell these shares in multiple transactions. Each stock sale transaction appears in the tree-view. For information about how to sell shares of a stock payment, refer to Sell a Payment of Stock.