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Re: Erroneous stock split download can't be undone
IJH has had a 5:1 split. https://www.ishares.com/us/literature/press-release/stock-split-press-release-2023.pdf payable to shareholders of record 2/16/24 as of close of business 2/21/24. The ‘trick’ …1 -
Re: Trying to add Schwab as a new account as part of the TD Ameritrade acquisition -
@jematlas I suggest you consider the path outlined here. Note in particular, step 4. That direction reuses your existing TDA account as the connection point for the Schwab data.0 -
Re: How to record partial exchange of one mutual fund to another
a) I don't know that a switch from a MF to an ETF constitutes an applicable like kind exchange. Consult your tax and investment advisers. b) If a conversion is applicable, the Quicken Mutual Fun…1 -
Re: Portfolio X-Ray not working
@bajohnson_47 My point really had nothing to do with the CUSIP as a specific ticker characteristic. My observation has been that I have always been able to track down (by trial and error) one or two …1 -
Re: Portfolio X-Ray not working
Update: My prior comment which I quoted above from an archived post was written in March 2020. I have since sold that problematic bond and bought two others (among several) that are now problematic. …1
