Holdings always wrong

Mike Llewelyn
Mike Llewelyn Member ✭✭
in Investing (Windows)
In almost every investment account I have, when I look at the performance tab and look at "Holdings" they are never correct.  It lists closed lots from years ago.  In the gear icon for that view the "show closed lots" is checked off.  Why can't the holdings be current?

Answers

  • Ps56k2
    Ps56k2 Quicken Windows Subscription Alumni ✭✭✭✭
    edited May 2019
    What exactly are you looking at - for this - performance tab -
    - Investing menu
    - Report menu
    Are the holdings correct when you click on the account ....


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