Selling a position

To sell a held position:

Select the position in the portfolio view's Held tab.

You can also select multiple positions, provided all positions represent the same security and the positions are being sold in their entirety as a single lot.

Click the Sell toolbar button. The Sell Position window appears.

Enter the number of shares sold or check the Sell entire position box if the entire position is being sold.

In the Sale tab:

Enter the per-share sale price (e.g. 80.40). If you don't remember the sale price, click the Price Finder button to view historical prices for this security.
Select when the position was sold (e.g. 2 May 2014 at 10:25 AM).
Optional: Enter the sale commission (e.g. 12.95).

Click OK to sell the position.

The sold position will move to the portfolio's Sold tab.

Note:

If the number of shares sold is less than the number of shares held, the original position will be separated into two positions; the first will represent the number of shares sold, while the second will represent the remaining shares held.