Your new portfolio format not as easy to use as the former, cannot add shares of an existing holding that are bought on different date at different price. Hope your premium works better than this one!

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SA Jacob Maltz
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Click the number of shares in blue on your line item and you will see a menu to edit that row or add a new lot for that ticker.

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SA Jacob Maltz
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Click the number of shares in blue on your line item and you will see a menu to edit that row or add a new lot for that ticker.