Thanks, Mike! So, I have two different answers to my question above. Nevertheless, the fund has put all my non-covered shares in one lot, and when I called them yesterday, they did not even have specific lot information within that lumped single lot. For example, if I purchased 100 fund shares in 2008 at $10/share and 200 shares in 2009 at $20/share, they show me only one lot of 300 uncovered shares with a cost basis of $5000 (100*10+200*20).
So, even if I tried, I could not have them break open that single lot and allow me to sell specific shares. But I do have that information at home. So, what you are saying is that since I did not specify specific shares at the time of ordering, I am stuck with using average cost. Is that what you are saying? Thanks.
