How do I find historial share holdings

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  • Updated 11 months ago
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I am trying to access details of shares held on different historical dates.  I can find details of income for shares, but not a running balance of shares held.
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Julie Fechner

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Posted 12 months ago

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gavin.nicholson.au

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In the portfolio view you can change the date in the top right and that will show you the details of your holdings on that date. Does that help?
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Julie Fechner

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Sorry.  The number of shares held by date is the most important detail
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gavin.nicholson.au

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Then I think you just have step through dates in the portfolio view. That report I mentioned should show you the dates when the share number changes so you can go straight to that date.
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Julie Fechner

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And that is very time consuming, and it is that time I was trying to save by just printing a report that included the details I wanted

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gavin.nicholson.au

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Yeah sorry then don't think I can help
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KrisMayB

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Try:-  " Investing" drop down tab
               "Security Detail View"
                    Report (right hand side)
                         Customise (top right hand side)   
Then play around with the different tabs  "Display" will give you the no shares
"Account" "Categories" etc etc
this should give you the running total of shares