Viewing lots

[Mike C.]

I would also like to have the information Alan was looking for but I
don't see how the "find" provides it.  What criteria did you search on? 
If I enter all the accounts that have the security of interest I get a
whole lot of transactions.
Mike

On 5/7/2011 4:32 PM, Deane Yamane wrote:
> Got ur email. ... Try this:
> 1. Insure u have no accts open. And U're on the 'Accounts' tab, and only the 'Accounts tab'
> 2. Then try 'Edit->Find', click on 'New search' 
> 3. Key 'GE' and click 'Case insensitive?' 2 make it case sensitive
> 4. Press 'Find' button
>
> FYI I just discovered why Find was so flaky 2 me. I had on acct tab open. Tanx. I learned something too! 
>
> I hope this helps. 
>
> Aloha, Mr. 'Dizzy' Deane Yamane
>
> On Apr 20, 2011, at 7:16 AM, Alan Schold wrote:
>
>> 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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