Selling Stocks on Broker Platform
The orders placed on smallcase would be executed through the broker platform, so this information flows from smallcase to the broker and is available to both parties. This ensures that your holdings on the broker platform and on smallcase are in sync.
If you were to sell stocks bought through smallcase on your broker platform, this information stays with the broker only, to maintain customer privacy. In this case, the smallcase would continue to show these stocks although you have already sold them on the broker platform. This would in turn cause your smallcase to reflect an incorrect index value,
This can be compared to a one-way street. A one-way street indicates that traffic only moves in one direction. You can move from one end of the street to the other, as long as it’s in the direction of the traffic. Moving in the opposite direction of the traffic wouldn’t be possible,
How to sell stocks
To ensure that there are no discrepancies in your holdings, best to sell smallcase stocks on the smallcase interface only. You may buy/sell some shares and buy/sell individual stocks by managing your smallcase. The ‘Manage Stocks’ feature gives you a flexible way to edit the constituents of your smallcases.Once you navigate to the Investments page, clicking on ‘Details’ will give you the option to ‘Manage Stocks’.
You may want to read
A Subscriber’s Guide to Windmill Capital smallcases
