Viewing lots

Alan Schold aschold at q.com
Wed Apr 20 13:16:16 EDT 2011


Wonder if anyone could take a minute to help me with this problem:

Say I own shares of GE, but they're spread into several lots across four 
accounts (my investments, my IRA, ditto for the wife). I want to see all 
lots of GE together on one screen, including number of shares and the 
account which holds each lot. Any way to do that?

Thanks, Alan


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