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Why did a reverse stock split entry cause all shares to disappear from Portfolio view?
I created a NEW transaction, a 1 for 3 reverse stock split. After hitting SAVE the stock disappeared from the Portfolio view. Whaaa????
In your brokerage account in Quicken:
Switch from Portfolio view to
Enable the following columns:
Clear Filters: the filters should be All Dates, Any Type, Any Status. Click on the
button if present.
Set the sort order to Date, by clicking on the header of the
x (upper right), find all transactions for the stock.
Examine the following:
1) Does the
reflect each transaction, going up with acquisitions, down with sales, changing according to each stock split, etc.?
2) Is there a
transaction? Examine the content of the Memo/Notes field of each transaction. Or search for the word "placeholder".
Quicken Mac Subscription
macOS Sierra 10.12.6
Thank you for this carefully detailed procedure. I greatly appreciate it.