Under Tools-Security list, finding which accounts hold a security [edited]
When we search a broadly held equity, we need a way to search for shares owned by account. For example, I have 5 Fidelity accounts, plus one for my wife, plus 4 for my grandchildren.
For a long-held, broadly held equity that pays dividends (Apple?), the entries are so numerous that I cannot find which account continues to hold shares. Or, another example (Paypal) where all shares have been sold in some accounts, which account/s continues to hold shares?
Comments
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IMHO, the easiest way to look for your currently held shares is to use the Portfolio View (under the Investing tab).
Use the existing view or set up a new one.
Customize it to include all the investment accounts you wish to review.
Set "Group by:" to Accounts.
Sort the view by Security Name (click the Name title to sort)
You now have a view which shows all currently held securities, by account.If you ever wish to also see securities which you have sold, click the Options gear icon and click "Show closed lots"
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… and if you want you can click on Customize in the Portfolio view and select which securities you want to include in the view.
I edited the title to describe the issue.
QWin Premier subscription0 -
Thank you. Those suggestions are very helpful.
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