Investment account shows correct # of shares, but when selling it indicates a much lower number.

jag71
jag71 Member ✭✭
edited September 2025 in Investing (Windows)

In my investment account one EFT indicates the correct number of shares that I have inputted. The values total correctly to the bottom. I want to sell some of these shares. When I go to sell, it indicates I dont have enough shares. So I said sell all. The number that comes up as shares available is far less than what I have in and what shows in my overall investments. I have no way to correct this except maybe sell all the shares and rebuy along with "shares added".

Any other suggestions.

Comments

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    Are all the shares in a single account?

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

  • jag71
    jag71 Member ✭✭

    The shares I want to move are all in the same account. But I do have another account that has shares in the same fund.

  • splasher
    splasher Quicken Windows Subscription SuperUser ✭✭✭✭✭

    In the Portfolio view, if you "Group by" Accounts, are the share quantities correct for that security in all of the accounts that hold it?

    -splasher using Q continuously since 1996
    - Subscription Quicken - Win11 and QW2013 - Win11
    -Questions? Check out the Quicken Windows FAQ list

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