Finding closed stock lots
Windows 10, Release 56, I just received a Securities Litigation package on a stock that I sold previously. Do you know how to find it in Quicken?
Answers
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Probably the easiest would be to go to Tools > Security List (or press CTRL + Y). The list is sorted by security name by default but you can also sort it by ticker if necessary. Once you find it you can click on it and see your transaction history.
Quicken Windows user since 1993.
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OR, since you're probably going to reference this multiple times, I'd be inclined to create an Investment Report including all dates and all actions and limited to that single security.
I've been involved in a couple of security litigations … and they've always wanted to know the dates, quantities and amounts ($) of my transactions.
Q user since February, 1990. DOS Version 4
Now running Quicken Windows Subscription, Business & Personal
Retired "Certified Information Systems Auditor" & Bank Audit VP0 -
Good idea. An easy way to accomplish that from the security screen I mentioned is to click on the "Security Report" button and it will create exactly that report.
Quicken Windows user since 1993.
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