Sell all shares, not that many shares available

Unknown
Unknown Member
edited November 2018 in Investing (Windows)

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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited November 2018
    QWin Premier subscription
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2018
  • Unknown
    Unknown Member
    edited October 2018
  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    edited October 2018
    QWin Premier subscription
  • Mike Curran
    Mike Curran Member ✭✭
    edited February 2019
    My wife and I have separate taxable investment accounts with some of the same securities in each.  My problem is, when I "Sell all shares in this account" Quicken (for some reason) includes more shares than I own, but not as many as my wife and I own in total.  And the "holdings" for my account shows the correct number of shares.  Odd. 

    I just ended up entering the total shares I own and didn't check the "sell all shares" box.  That worked, but seems like a bug...
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    @Mike Curran That sounds to me as if somewhere back in time, you got one or more of your wife's Buy or Reinvest transactions recorded in your account rather than hers.  I'd be looking at portfolio views back in time (as of dates) and comparing to statements from the brokerages.
  • Mike Curran
    Mike Curran Member ✭✭
    @q_lurker Thanks, but my and my wife's investment account statements match what I have in Quicken, so seems doubtful that what you've described is what happened.  In any case, no biggie.  thanks again.
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