How To Specify Lots When Selling a Security
- At the top of the Specify Lots dialog, select the lot that you wish to sell shares from.
- In the Shares to sell column, enter the number of shares you'd like to sell.
Notes
Recording a transaction in Quicken does not execute a real-world trade, transfer, or other transaction. Contact your broker to execute trades or transfers, and then manually record the transactions in Quicken-better yet, download them directly from your participating financial institution.