Close a position in an investment
To keep your financial records accurate, close your position in an investment before you delete the investment from the Portfolio Manager. Closing a position means setting your holdings equal to zero.
To close a position when you know the price and other details of its sale:
  1. Go to the Portfolio Manager.
  2. If you see a plus sign (+) to the left of an investment account, click it to see the investments.
  3. Click the investment that you want to close.
  4. In the left pane under Common tasks, click Work with investments, and then click Record a sell.
  5. Enter information about the sale, and then click OK.


If you don't know the price or other details of the sale, you can close a position by simply removing the shares, as follows:

  1. Click the investment you want to close, and then click New.
  2. In the Add Transaction dialog box, in the Activity list, select Remove Shares.
  3. In the Quantity box, enter the number of shares to remove, and then click OK.