What is the best way to deal with the event where a security changes its name and you have share totals prior to that in the old name and then new totals after the name change. How do I combine the 2 securities. Both have the same symbol.
Example : "Royal Dutch Shell PLC ADRCL B" became "Royal Dutch Shell PLC ADRCL A" and I have transactions and totals prior to that date under the first security name and then after under the second security name.
In my broker statement, they have switched all the shares to the second name (A).
In the Quicken Summary screen for that account BOTH (A and B) securities appear with "x' number of shares for the first and "y" number of shares for the second. The total of Quicken's "x" and "y" is the number of shares that the broker's statement under the new name.
In the Quicken Security List the security exists as 2 securities (the 2 names) and the same symbol. Is there a way to make Quicken realize they are the same security and combine the share totals of both under one name?
If I just remove shares from B and then add them to A won't I end up with a placeholder asking me about the cost of the added shares? It would be tedious to reconstruct all the old transactions, dividends, etc. prior to the name change. I do not see a transactiuon called "security name change"
Thanks.
Jeff