Deleting holdings

Delete a holding that you manually added to reflect portfolio changes by a company, institution, or fund. Holdings provided by a data feed are read-only and cannot be deleted.

Note: You can also delete a holding in the Holdings tab in a company, fund, or institution's portfolio.
To delete a security from a holding:
  1. Navigate to the Holdings workspace.
  2. Use the filter to find the holding to delete.
  3. In the holdings list, click the Action button for the security to delete, then select Delete.
    A confirmation dialog opens.
  4. Click Delete to delete the holding.
    Warning: This action cannot be undone.
The holding is removed from the system.