Well, if something were reversed, wouldn't the share changes in the account
be wrong? The are correct in the individual stocks (I sold 1 share of one
and 5 of another; they show up as "-1" and "-5" changes since 01 Jan, so I
think they are entered wrong. It just seems that the brokerage summary
account is incorrect.

On Wed, Jan 21, 2026 at 4:35 PM Adrien Monteleone <
[email protected]> wrote:

> I would tend to agree.
>
> The only other cause I can think of would be reversed debits/credits
> with a large share count. (I don't use the investment accounts yet, so
> not certain how easy that is to enter backwards) It might appear as lots
> of money, rather than lots of shares if a transaction is reversed.
>
> Regards,
> Adrien
>
> On 1/21/26 3:26 PM, R Losey wrote:
> > I suppose it could be... shouldn't the brokerage account be a summary of
> > the value changes in the various holdings?  'Cause it's definitely not.
> The
> > holdings show only three items have had activity this year; one dividend
> > and three sales. Thes sales were transferred to the sweep fund; I think
> > that the net change from selling should therefore be zero. That leaves
> the
> > dividend and the transfer in; the sum of these ought to be the
> year-to-date
> > change in the brokerage account (or so I think).
>
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