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Re: How do you handle a stock buy-out

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Posted by Mark on April 29, 2003 at 14:27:12:

In Reply to: How do you handle a stock buy-out posted by Frances Koo on April 29, 2003 at 11:55:13:

: One of my stocks got bought out (SY buys AVGO).
: What is the best way to handle that in Fund Manager?
: Should I just "sell" AVGO and "buy" SY?

: Thank you very much for your help.

Hi Frances,

You can just change the name/symbol of the investment under
"Investment Properties...". If you ended up with a different
number of shares, use a split transaction, along with a
memo to remind you of the event.

Thanks,
Mark
--
Mark Beiley

Fund Manager, portfolio management software for Windows 95/98/ME/NT/00/XP



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