10-24-2013, 02:39 PM
(10-24-2013, 02:31 PM)TomK Wrote: 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?
Correct, I am not doing any automatic reinvestment with this portfolio.
Could go either way but guessing if I add to any positions I would just figure the total basis and commission and keep it on one line.