Shares do not equal lots

System Member admin

December 2021 in Investing (Windows)

This discussion was created from comments split from: Schwab: shares of securities transferred out of my account are incorrect.

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  mayvin Quicken Windows Subscription Member

  December 2021

  Any idea how I can solve this problem. My total shares of DAR does not equal the amount of lots.
  140 vs 190 (see picture below)

  image.png 14.1K

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  Sherlock Quicken Windows Subscription Member ✭✭✭✭

  December 2021 edited December 2021

  mayvin said:

  Any idea how I can solve this problem. My total shares of DAR does not equal the amount of lots.
  140 vs 190 (see picture below)

  I suggest you check for short sale or placeholder transactions.

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