hello, how do i adjust my holdings if i sold some shares of a stock

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Gar Oshi
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SA Jacob Maltz
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Click on the number of shares.

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SA Jacob Maltz
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Click on the number of shares.

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Gar Oshi

hello, thanks for reply.  what if I bought at different prices ( TSLA @ 2 prices ..

$200 pre split / $375 post split )

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SA Admin Kushal Mehrotra

You will have to manually adjust the pre-split buy price, for the split ratio (4:1) in this case

You can create 2 lots of 2 different buys at 2 different prices.

Regards,
Kushal Mehrotra
Data QA Analyst, Seeking Alpha

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Gar Oshi

Thank you Kushal for your resoonse.

Is it possible to title each Stock ?

( such as, "Pre-split TSLA" "Post -split TSLA" ) ? ..

not sure, but if UPS split since IPO, do I need to do the same for it?


just checking, did TSLA split 4x or 5x ?


Best regards, and thans so much


Gar

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SA Admin Kushal Mehrotra

we will enable adding comments to portfolios in upcoming updates, but currently, there isn't a way to tag that, except by using the correct purchase date which can be used as a reference (before and after the split). Tesla's split was more of a stock dividend (4 additional shares for every 1 held) so 5:1 (my bad).

-Kushal