Just purchased stock I owned years ago and the investment report shows the old income

jackK

I owned some stock back in 2014 and before. It paid monthly income which was reinvested over many years. Sold that stock completely in 2014. Just bought some new shares of the same stock BUT, the income and reinvestment columns in the Portfolio report show all the old income and amount reinvested data from long ago. How do I have the new shares ignore the old income reinvestment data?

Jim_Harman

On the Investing > Portfolio views, you can set a starting date by clicking on Options then Portfolio preferences.

Jim_Harman

On the Investing > Portfolio views, you can set a starting date by clicking on Options then Portfolio preferences.

jackK

Thanks - that fixed. It is too bad you cannot be more selective and only do certain stocks specifically. That is good enough for this. I appreciate your prompt response.