Re: Not picking up a stock from Fidelity Portfolio

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In Reply to: Re: Not picking up a stock from Fidelity Portfolio posted by Mark on April 19, 2005 at 09:59:01:

Mark, thanks. I bought it during 2003 and the first part of 2004. Shouldn't the 16000+ shares show up as part of my portfolio? It seems like everything else is correct and after going through a lot of buy/sell transactions of all the stocks, comes up with the right numbers of shares now still Open. All except the one stock. Thanks.

: : I'm using the Advisor version and downloading from Fidelity. FM is not picking up a stock that I've bought and own more than 16,000 shares. It doesn't show up anywhere. Help?

:
: Hi Michael,

: If you bought it a while ago the transaction may not be available on their OFX server anymore. Generally, most brokers only keep transactions for 90 days, but this number can vary broker to broker. Could that be the case here?

: Thanks,
: Mark
: --
: Mark Beiley
: Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP/2003
:

Replies:

• Re: Not picking up a stock from Fidelity Portfolio Mark 11:06:05 04/20/05 (0)