Effect of "Shares Transferred Between Accounts"
Peter Goergen <[email protected]> Fri, 17 Oct 2025 17:05:34 -0400
| Newsgroups | alt.comp.software.financial.quicken |
|---|---|
| Organization | A noiseless patient Spider |
| Message-ID | <[email protected]> |
So I have a 35 year-old money market mutual fund in an IRA (small portion of my portfolio) that pays a dividend monthly. I've moved it from one broker to another, and I'm unsure whether to use "Shares Removed" and "Shares Added" or "Shares Transferred Between Accounts". Using "Shares Transferred..." creates 420 transactions in the new account. Thoughts? Thanks, Pete