10-24-2013, 02:31 PM
(10-22-2013, 10:02 PM)EricL Wrote: I am accumulating dividends for a directed reinvestment with this account. The second tab shows the dividends received by month for each position and then I show the account cash balance at the bottom of the first page.
I hope to wait until I have about $1000 for a new purchase, but knowing myself the way I do, I'm guessing I buy something before then
So I assume that means you will not do any automatic reinvestment?
Then, let's say you buy another 10 shares of COP down the road, would that show up as a new line item on the first page? Or would you add it to the 15 shares already reflected on line 4, for a total of 25, and then adjust the purchase price, commission, etc. accordingly?