90 Day Hold Period

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System
System Member admin
edited August 2023 in Investing (Mac)
This discussion was created from comments split from: Holding Period is blank.

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  • Gman34798
    Gman34798 Member ✭✭
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    Viewing the lots isn't a problem. I need to have a 90 day hold period set to show what shares are restricted, and which are not.

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    For lots held less than one year, the Holding Period column in the Portfolio views shows "ST to MM/DD/YYYY" where the date is when the lot will be treated as Long Term for tax purposes. It is blank for securities held over 1 year.

    It does not sound like that is what you are looking for, @Gman34798

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