cancel
Showing results for 
Search instead for 
Did you mean: 
Cancel

Help Community

Announcements
Yahoo Help Community is also available in 中文 (Chinese), Français (French), Deutsch (German), and Español (Spanish).

How to sell stock in holdings

SOLVED
Highlighted
New 'Hoo

How to sell stock in holdings

Hello!

How can I mark a position as sold in My Holdings tab?

Thanks!
Tags (1)
1 ACCEPTED SOLUTION

Accepted Solutions
Finance All-star

Re: How to sell stock in holdings

@oldAl - there is no way to track stock sales in YF and also no way to automatically update a cash holding after a stock sale. The portfolio product only allows the user to keep track of securities purchased (still owned) along with a basic cash tracking feature.

 

You can make product suggestions and provide feedback here.

4 REPLIES
Administratin' 'Hoo

Re: How to sell stock in holdings

Hi - the only real option you have in this case would be to add a separate "Cash" position to your portfolio and note that the dollar amount is from the sale of that specific stock.  You could also create a separate portfolio titles 'Sold' and add the former position there.  However, that would impact the total for your combined lists.

 

  1. Sign in to Yahoo Finance.
  2. Select the list you want to edit.
  3. Click My Holdings.
  4. Click Add Symbol.
  5. Enter $$CASH (or a custom symbol) in the "Find a Quote" field, and press Enter.
    - The symbol is added to the list.
  6. Click Add lot.
  7. In the "Shares" field, enter the number of dollars.
  8. In the "Cost Basis" field, enter 1.
If you see any helpful posts, give a Kudo! If you see a response that answers your question, please mark Accept as Solution!
New 'Hoo

Re: How to sell stock in holdings

well unfortunately the complete answer is YOU CAN'T- there are many published "workarounds" one could use to account for stock sales but in reality, Yahoo Finance is simply not offering a full portfolio management solution. all described workarounds  require manual operations and tracking that work for the occasional trader. if you have higher needs, look for a better suited tool.

New 'Hoo

Re: How to sell stock in holdings

The answers to how do I sell a stock make no sense at all!  I want to go to the listing of stock AA where I bourght a 120 shares for @2.00 each  240 dollars  + 4.95 commision and enter that I sold 30 shares for $5..00 each (and paid 4.95 in fees and $0.11 in fees).

The net result is that I now have 90 shares, 

My cash position increased by $144.94 (30 x 5 -4.95 - 0.11)

The 90 shares I have left cost me $***Phone Number Removed - Learn more.***240 +4.95))

 

I do not want to quible about whether or not the 4.95 purchase fee should be prorated, if Quicken sdoes something different that is OK.

 

But do I really have to edit each of the entries in the original purchase line to show this change and then edit the available cash line?

 

That would be dumb.  My hope is that there is a simple answer and it is just that I am too old and dumb to see it.

Finance All-star

Re: How to sell stock in holdings

@oldAl - there is no way to track stock sales in YF and also no way to automatically update a cash holding after a stock sale. The portfolio product only allows the user to keep track of securities purchased (still owned) along with a basic cash tracking feature.

 

You can make product suggestions and provide feedback here.