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Re: how to handle - GE spin off of GEV (edit)
No support for that assumption. Here’s the basic concept on the math: GE currently trades at about $175/sh Suppose the market values the aerospace portion at $100 of that and the power (Vernova) at $…3 -
Re: Update Cost Basis
OK, thanks so much, but what happens when the sale of of those shares is reported to the IRS with the different trade date cost basis. Your question is not clear to me. As your broker identified and …1 -
Re: Update Cost Basis
While the method suggested by @QuickUserPSP will increase (adjust) the total cost basis of that security holding in that account, the increase (change) will not be attributed to any specific lot. If …1 -
Re: from non-traded REIT to IPO
I agree with your assessment that you lose the old name. In such situations, I generally do that as a lesser of evils choice. You can put a reminder transaction in the account to that effect if you c…1 -
Re: Return by Type Not Calculating Correct Values
@allen_car It is perhaps helpful to note that if you revise the setup to include the cash component the numbers are in line with your calculation. Using Excel's XIRR function the comparison beco…1
