AT&T Stock Spin Off

neil154
neil154 Quicken Windows Subscription Member ✭✭✭✭
edited May 2022 in Investing (Windows)
Spoke to tech support and they were not helpful at all  The cost basis for the AT&T stock before the spinoff was equal to the cost basis of the AT&T stock plus the WBD stock (which is correct).  The value of the 2 stocks together went up but yet the total return went down, this is not possible.  Support kept blaming the problem on my financial institution but the spinoff calculation is totally handled by Quicken
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  • Jim_Harman
    Jim_Harman Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Were you using the Average Annual Return in a Portfolio view or the Investment Performance Report?

    If you first acquired WBD as part of the spinoff and thus have held it for less than one year you may get odd results. Make sure you include both securities in the report and group by account.

    If it is still confusing, look at the details in the Investing Performance Report to see if anything is amiss.
    QWin Premier subscription
  • mshiggins
    mshiggins Quicken Windows 2017 SuperUser ✭✭✭✭✭
    The main ATT WBD discussion is here:

    https://community.quicken.com/discussion/7911768/accounting-for-att-wbd-spin-off#latest

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

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