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#2
12-25-2005, 11:12 PM
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 Re: transfer shares from one a/c to another, lose history One more point -- transfer out preserves basis information, transfer in does not. -- Michael Gordon MVP "Dick Watson" <littlegreengecko[at]mind-enufalready-spring.com> wrote in message news:%23s9DrQrBGHA.228[at]TK2MSFTNGP12.phx.gbl... - quote - > It's still preserved in the original account. > "ab" <nospam[at]nospam.hotmail.com> wrote in message > news:26qqf.4339$Ou3.1708[at]dukeread09... > > To transfer shares from one investment account to another, which is the > > best option to use? I have been using the transfer out option, but by > > doing that, all the transaction history is lost. Is there a way to > > preserve it? |
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#1
12-22-2005, 03:57 AM
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| Re: transfer shares from one a/c to another, lose history In microsoft.public.money, ab wrote: - quote - > To transfer shares from one investment account to another, which is the
The transaction history is not actually lost. In particular you will> best option to use? I have been using the transfer out option, but by > doing that, all the transaction history is lost. Is there a way to > preserve it? find that the basis gets maintained for a sell. However the data does not display continuously in the portfolio, so there is some things that are hidden until you use the CG estimator or do a Sell. If you are moving the entire contents of one account to a new account, I would prefer to rename the existing account, and change the details. |
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12-22-2005, 03:57 AM
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| Re: transfer shares from one a/c to another, lose history It's still preserved in the original account. "ab" <nospam[at]nospam.hotmail.com> wrote in message news:26qqf.4339$Ou3.1708[at]dukeread09... - quote - > To transfer shares from one investment account to another, which is the > best option to use? I have been using the transfer out option, but by > doing that, all the transaction history is lost. Is there a way to > preserve it? |
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#-1
12-22-2005, 03:39 AM
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| transfer shares from one a/c to another, lose history Hi, To transfer shares from one investment account to another, which is the best option to use? I have been using the transfer out option, but by doing that, all the transaction history is lost. Is there a way to preserve it? Thanks. |
| Tags |
| a or c, history, lose, shares, transfer |
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