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- Navigate to Public Securities from the Home page.
- Click the Public Securities ID number.
- Select Sell from the left-side menu.
- In the Symbols window, enter the:
- Number of shares to sell (#Shares to Sell)
- Gross (Total) Sale Amount
- Sale Fees
- In the Public Security Sale window, enter a Fund if you want the Proceeds to go to a different Fund.
- If your Realized Gains/Losses Account, Fees Account or Deposit Account don't automatically populate, assign Accounts from the drop-down menu.
- Click Save.