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#3
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| When you Add Shares, you can designate a value in recent versions of Money -- so the cost basis should be the same as if one did a Buy Shares. -- Michael Gordon MVP "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news ne8t1d4jutfsj1v2qrcrvnebpihvc596s[at]4ax.com...- quote - > In microsoft.public.money, Michael Gordon, MVP wrote: > > In an IRA, a Remove Shares and then an Add Remove Shares should do the > > same, > > right? > Same? I don't think that Remove Shares and Add Shares work the same > in each version. I don't remember the specifics. I seem to have had > the presence of Add/Remove Shares make performance information not > work. Having run into disadvantages with Add Shares and Remove > shares in the past, I avoid them. They may do fine. |
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#2
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| In microsoft.public.money, Michael Gordon, MVP wrote: - quote - > In an IRA, a Remove Shares and then an Add Remove Shares should do the same,
Same? I don't think that Remove Shares and Add Shares work the same> right? in each version. I don't remember the specifics. I seem to have had the presence of Add/Remove Shares make performance information not work. Having run into disadvantages with Add Shares and Remove shares in the past, I avoid them. They may do fine. |
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#1
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| In an IRA, a Remove Shares and then an Add Remove Shares should do the same, right? -- Michael Gordon MVP "Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message news:4lh5t1ttel0e477n9apmjggumnkrbgt5jf[at]4ax.com... - quote - > In microsoft.public.money, GreggC wrote: > > I hold an IRA in which, at one time two funds were represented. The IRA > > management team opted to move, or convert, all the shares from "Fund B" > > into > > "Fund A". How is this best handled in Money? > The best way is to do a Sell of fund A, and a Buy of fund B. |
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| In microsoft.public.money, GreggC wrote: - quote - > I hold an IRA in which, at one time two funds were represented. The IRA
The best way is to do a Sell of fund A, and a Buy of fund B.> management team opted to move, or convert, all the shares from "Fund B" into > "Fund A". How is this best handled in Money? |
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#-1
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| I hold an IRA in which, at one time two funds were represented. The IRA management team opted to move, or convert, all the shares from "Fund B" into "Fund A". How is this best handled in Money? |
| Tags |
| conversions, handling, share |
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