I happen to have a Fidelity mutual fund in 3 different accounts. The personal portfolio, and 2 IRA's -
I can see all 3 accounts on the investing screen, but was wondering about the Security Detail screen ?
Should see a single screen, with all transactions listed, and the grand total holdings for all 3 accounts ? OR - Should I see a separate "security detail" screen for each holding ?
I could see Q2004 going either way... The Security Detail shows everything about that single security, no matter how many different accounts might be involved, or it could show the detail, but in a per account holding manner.