How do I locate the security history for a stock I bought and sold several years back ?

criskam

I was notified I could be entitled to some money from an old security I owned but I need to enter the details of my buy and sell dates. How do I locate this security if I'm not sure what account it was in? Is there a search function? If yes, how do I do this?

NotACPA

Can you do CTRL-Y (AKA, TOOLS, Security List) and find the security there.

Then Double-click on the security name, and that will tell you the Account, and the date(s) of activity in that security.

NOTE, you MIGHT, have to click "Show Hidden Securities", if you've previously "hidden" the security.

Sherlock

I suggest you press Ctrl + Y, check show hidden securities, select the security, Report, press Alt + C, select the Accounts tab, check show (hidden accounts), select Select All, and OK.

NotACPA

Can you do CTRL-Y (AKA, TOOLS, Security List) and find the security there.

Then Double-click on the security name, and that will tell you the Account, and the date(s) of activity in that security.

NOTE, you MIGHT, have to click "Show Hidden Securities", if you've previously "hidden" the security.

Sherlock

I suggest you press Ctrl + Y, check show hidden securities, select the security, Report, press Alt + C, select the Accounts tab, check show (hidden accounts), select Select All, and OK.