Combining Securities in the same account

Mar 24, 2007 1 Replies

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New & Improved - N/F John 19 years ago

I own Agere Systems shares. At one point, I had two class of shares: AGR.A and AGR.B. In 2005, Agere combined the two and then did a reverse split. Now I own just one class - AGR.

The "Investing Center" shows the two class of shares that I want to combine.

I have one account showing the purchase (BroughtX) of the two classes in two separate transactions. This confuses me.

What transaction do I need to do to reflect my to-date holdings?

Thanks.

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Fred Smith 19 years ago

You probably need only two transactions -- a corporate acquisition of AGR acquiring AGR.A, and another one for AGR acquiring AGR.B. If you need further help, post back, and ensure you indicate which version of Quicken you have.

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