Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Merger/Spin off transaction report

Questions on using, creating, or understanding data in Fund Manager reports.

Postby jnewton » Fri Feb 19, 2010 12:46 pm

Mark:
How can I get a transaction history report of a stock merger or spin off? For example Merck recently purchased Schering Plough for stock and cash. Would like a record of original purchase lots (accout/dates and cost) of Schering and the new converted amounts of Merck. We track by specific lot, so tracking date and cost is important.

Thanks
jnewton
 
Posts: 86
Joined: Mon Oct 26, 2009 12:48 pm

Postby Mark » Fri Feb 19, 2010 1:53 pm

Hi jnewton,

You can just do an "Investment Transactions" report. That displays all your transactions, as they happened.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11834
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to Reports

Who is online

Users browsing this forum: No registered users and 3 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2025 Beiley Software, Inc. All rights reserved.
cron