When a preferred stock is called or an option expires?

Hen
Hen Member ✭✭
One step update notified me that a preferred stock had been called and my share balance went to 0

In a second quicken account, same stock nothing happened even after a couple days. I then manually added a sell transaction. Every time I do a One step update, it removes that transaction and Quicken reports there is a disparity between my share count in Quicken and the Broker. I add the transaction back and the next update the transaction is gone.

Similar problem with expire calls. I enter a covered short transaction at 0 cost and a day later Quicken adds the call back into the account with a different name See pic.

Best Answer

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Accepted Answer
    If you haven't already, you may want to uncheck the accounts in the Compare Portfolio window: select Edit > Preferences...


Answers

  • Sherlock
    Sherlock SuperUser ✭✭✭✭✭
    Accepted Answer
    If you haven't already, you may want to uncheck the accounts in the Compare Portfolio window: select Edit > Preferences...


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