Holdings view shows correct share balance, but share lots are not correct

Unknown
Unknown Member
edited January 2019 in Investing (Windows)
This issue came up initially while using Quicken Premier 2017.  I've since upgraded, but haven't figured out how to fix.  My financial planner had made numerous changes within my funds and I was dutifully tracking the details.  I accidentally sold shares from the wrong fund and deleted the transaction so I could make a correction.  Later, when I tried to sell shares from this same fund (correctly), it said I didn't have enough shares.  The share balance in the Holdings view is correct.  When you click on the + sign next to the fund, it only shows a few shares in two small lots.  It does show lot shares that are "sold" and a shaded/grayed view.  This is from the incorrect transaction that I deleted.  These are the shares I am "off" and yet the total shares it says I have in the holdings view is correct.  I can find no way to delete or get rid of these phantom sold lot shares that are causing the problem.  Any ideas?  Any help would be greatly appreciated.  TIA

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