Portfolio for Fidelity shows a stock I no longer have [Edited]

markrich21
markrich21 Quicken Mac Other Member
edited October 20 in Registers & Transactions (Mac)

I have an employee benefits account with former employer , managed by Fidelity, with 401K & stock awards; moved 401k to another investment firm & that is fine.

However, the small stock award tracked fine UNTIL I sold those shares & purchased a different stock again in the same account. In Quicken for Mac I see under Brokerage, Fidelity, Portfolio header selected from top: Long Term >"Company X" then the details on the stock awards. I no longer hold this stock.

If I select DASHBOARD or TRANSACTIONS I see the new stock & all the details. To avoid confusion I want to change the Company X listed but I can't edit anything to fix. On the Fidelity site everything is in correct format: Company X stock listed as sold/ 0 balance & new stock & all its details are correct. How can I get Quicken to display the current info under PORTFOLIO ??

[Edited - Readability]

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Answers

  • Quicken Kristina
    Quicken Kristina Quicken Windows Subscription Moderator mod

    Hello @markrich21,

    Thank you for sharing your experience. To help troubleshoot, please provide screenshots of what you're seeing (with any personal information redacted). If needed, please refer to this Community FAQ for instructions on how to attach a screenshot. Alternatively, you can also drag and drop screenshots to your response if you are not given the option to add attachments.     

    I look forward to your response!

    Quicken Kristina

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