If you're transferring less than the total number of shares that you own, you need to tell Quicken which shares to transfer by selecting either
First Shares In or
Lot Identification.
- To transfer the first shares you purchased, click First Shares In and enter the number shares you want to transfer.
- To transfer shares from individual lots, choose Lot Identification. Click the Specify Lots button and allocate the lots you want to transfer.
- Click OK to close the Specify Lots dialog when you've finished entering your choices.
- What happens if I don't specify lots?
If you don't enter any information in the Specify Lots dialog, Quicken assumes you're transferring the first shares that you purchased (known as First In, First Out, or FIFO).