Errors in Portfolio - Number of Shares
I have encountered a bizarre issue! When reconciling each month, I sometimes find that the number of shares of a particular stock in my portfolio view does not match the number shown on my brokerage statement. I have isolated that stock in "transactions" then checked all these with the brokerage. Everything checks out correctly, but the share number is off. I have found that if I go to one of the transactions and edit it and change the buy/sell to another stock, then save it, then go back to the same transaction and edit it back to the original stock in question, miraculously the portfolio is then correct! I have found this to be true several times and have found that this fixes it every time. I have no idea what in the world causes this and it was through pure accident that I found the solution. I am using Q19 on Mac.