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I sold some mutual funds and tried to specify the lots for the transaction, but it won't let me -- t

Unknown
Unknown Member
edited January 2018 in Investing (Windows)
I've never had this problem before with the same program. This is a new account that I added a year ago, so this is the first sale of shares.

Comments

  • Howard Roark
    Howard Roark Member ✭✭✭✭
    edited August 2016
    Mutual funds default to using "Average Cost": you can't specify lots when the fund uses average cost.

    Edit the security in the Security List to change.
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