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| This just updated.. Sorry, did not see this.. but I had Money set to show the closed positions. Still it showed the new purchase added to the old purchases. It did not put ABC in as a new entry by its self. I deleted the new purchase.. then Deleted the Stock Symbol of the old Company. Re entered the new purchase again, this time calling the company ABC-2 and using the correct Stock Symbol.. ABC does not update any more ABC-2 does and so far is correct.. Thanks Jim Cal Learner-- MVP <via_newsgroup[at]please.tnx> wrote: - quote - > In microsoft.public.money, jimcat wrote: > > Hi there, I came across this not to long ago. I owned ( lets use a > > fake company here) ABCcorp.. symbol ( fake again) ABC I then sold off > > all shares of ABC.at 28.00 > > > Later in the year I purchased a new interest in ABC for 11.00 per > > share. When it went to 10.88 the MS Money 2004 Deluxe portfolio screen > > shows I am making money on this new lot of shares. > > > Only thing I can think of is, because Money uses the old symbol and > > lumps previous stock ownership ( even though you sold it all) to the > > subsequent purchases. > > > Has this been fixed in later editions of Money? > Later versions have some additional columns available in the > Portfolio, but I don't think they would change that. > > > Or is the fix, manual? Such as, before one makes the new purchase of > > the same company.. to delete the symbol from the details of the > > closed position.. then when purchasing the new shares.. name the > > company ABC-2 or something like that.. and then use the correct stock > > symbol? > > > Would that be the correct way? > Not to my way of thinking. > Try changing Portfolio-> ChangePortfolioView-> ShowClosedPositions. > That would change the Appreciation and Gain columns. > > > Odd, that it would not calculate this as a new position. > > > Thanks in Advance > > > Jim |
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| In microsoft.public.money, jimcat wrote: - quote - > Hi there, I came across this not to long ago. I owned ( lets use a
Later versions have some additional columns available in the> fake company here) ABCcorp.. symbol ( fake again) ABC I then sold off > all shares of ABC.at 28.00 > Later in the year I purchased a new interest in ABC for 11.00 per > share. When it went to 10.88 the MS Money 2004 Deluxe portfolio screen > shows I am making money on this new lot of shares. > Only thing I can think of is, because Money uses the old symbol and > lumps previous stock ownership ( even though you sold it all) to the > subsequent purchases. > Has this been fixed in later editions of Money? Portfolio, but I don't think they would change that. - quote - > Or is the fix, manual? Such as, before one makes the new purchase of
Not to my way of thinking.> the same company.. to delete the symbol from the details of the > closed position.. then when purchasing the new shares.. name the > company ABC-2 or something like that.. and then use the correct stock > symbol? > Would that be the correct way? Try changing Portfolio-> ChangePortfolioView-> ShowClosedPositions. That would change the Appreciation and Gain columns. - quote - > Odd, that it would not calculate this as a new position. > Thanks in Advance > Jim |
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| Hi there, I came across this not to long ago. I owned ( lets use a fake company here) ABCcorp.. symbol ( fake again) ABC I then sold off all shares of ABC.at 28.00 Later in the year I purchased a new interest in ABC for 11.00 per share. When it went to 10.88 the MS Money 2004 Deluxe portfolio screen shows I am making money on this new lot of shares. Only thing I can think of is, because Money uses the old symbol and lumps previous stock ownership ( even though you sold it all) to the subsequent purchases. Has this been fixed in later editions of Money? Or is the fix, manual? Such as, before one makes the new purchase of the same company.. to delete the symbol from the details of the closed position.. then when purchasing the new shares.. name the company ABC-2 or something like that.. and then use the correct stock symbol? Would that be the correct way? Odd, that it would not calculate this as a new position. Thanks in Advance Jim |
| Tags |
| 2004, deluxe, purchase, sale, stock |
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