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Re: No shares available for the acquired security Error
I am trying a similar thing using the Mutual Fund Conversion transaction and get the same error message. I am putting a value into the Shares of New field. Even if I put in a value of 1 in that field…1 -
Default investment cost basis methods
Is there a way to establish default investment cost basis methods by asset class? It is annoying to have to choose between lot or average value for every sale of an investment. I have managed account…1