Re: Effect of "Shares Transferred Between Accounts"

On 10/24/2025 7:24 PM, JohnA wrote:
> If it was me, I'd go for the simplest method - Shares removed and added. 
> Others may have different ideas.
> 
> "Peter Goergen"  wrote in message news:[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
depends if you want/need to check for errors against statements at a 
later date.