"jimcat" <jc[at]airmail.net> wrote in message
news:bba4o39c7temfi1l8had5j2beaj9aoup0e[at]4ax.com...
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Glad it works. Maybe called previous purchases ( ABC_OLD) to keep current
positions/symbols accurate and see overall how much made on closed
positions.
BTW, did you read the REST of this - are you displaying the correct info ?


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"- Bobb -" <bobb[at]noemail.123> wrote:

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For the sake of testing.. I made money.. so lets say the cost basis
was 10.00 and I sold all at 28.00 a gain or appreciation of 18.00.

I have subsequently purchased again this past week. But before I
entered the new purchase.. I deleted the Stock Symbol of the older
ones.
Then I put in the new one with a different name such as abc-2 and used
its correct stock symbol..

I clicked the update prices.. so far so good..

It just should not have to be that way

Jim
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Nope Cal, never did see a response at all. Until yours

As you can see by my post. I do not post just for the sake of posting.
Check previous posts. I did find a glitch once and MS sent me Money
2006 deluxe.. I installed that and did not like a few things they did,
reverted back to 2004..

Anyhow is there a fix in subsequent versions for this problem?

Jim

Cal Learner-- MVP <via_newsgroup[at]please.tnx> wrote:

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"jimcat" <jc[at]airmail.net> wrote in message
news:9tq0o311urqdltml1diponmdijtir7uqnj[at]4ax.com...
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1. You didn't tell us the cost basis of the first lot
If it was $2 and now you are looking at the AVERAGE cost - you're making
money.
Note the name of the column with the "gain" and look at its definition in
Money.
For your "COST" "GAIN", there is Cost Basis, Avg cost etc APPRECIATION vs
GAIN etc Gain includes - what you made earlier.

2. Want it easy - DELETE the history of the first ABC buy/sale ? Or
change dates of buy/sale to 2009 -for now - to see the change.

I run into this a lot - ( my file is about 13 years old) - and don't like
it either but "that's how they wrote it". And display APPRECIATION - not
GAIN.

You might note that you got responses on your topic before, but you
are just hoping for a different answer this time.

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