How to consolidate same company stock held in 4 separate investment accounts?
When I originally set up our 4 investment accounts I entered the same stock with a different name so performance would be followed separately in each account. Now all these years later I would like to consolidate all the individual holding of the stock so I can follow the % holding vs total combined portfolio. When I try to consolidate U S Bancorp and US Bank and USBancorp to USB so I can easily determine % of holding to total portfolio. The system tells me the USB symbol is already used. Please help