David Carlson wrote:
You are very close! Yes, you do need to create a new security and
security account under your broker account for AMD first. Then you
could re enter or possibly just edit your split transaction to output in
AMD instead of XLNX.
Thanks David. I ended up editing the splits. Not sure if it is 100%
correct but I did end up with 1378 shares of AMD, 0 shares of XLNX and
no imbalances.
One thing that I noticed is that running the Advanced Portfolio Report
shows a cost basis of $0.00 for AMD. If that's the only problem I'm OK
with that as it's easy enough to figure out the cost basis whenever I
might sell.
I've attached the images of the splits, please let me know if this looks
reasonable.
Thanks!
Al
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