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how do I hide a security in "Holdings"

Mary-Jo

Updating my portfolio and looking to remove/hide no longer active securities .
Thanks

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Accepted answers

Mary-Jo

Thank you - that worked for some but not all. ?? I’ll keep working on it.
Thanks again.

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q_lurker

First action would be to click the gear icon, upper right of Holding window and uncheck Show closed lots. I suspect that is your issue with 'no longer active securities'.

Mary-Jo

Thank you - that worked for some but not all. ?? I’ll keep working on it.
Thanks again.

NotACPA

Make sure that your LAST transaction which sold the remaining number of these shares was a "Sell All".

Sometimes, tiny fractional shares can persist and while they're not obvious, they're not ZERO either ... thus causing them to remain in your portfolio.

Mary-Jo

Great point - I’ll verify that.
Thanks very much.