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Re: Proper way to deal with closed out positions

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Posted by Mark on February 04, 2001 at 20:11:30:

In Reply to: Proper way to deal with closed out positions posted by David Mitchell on February 04, 2001 at 15:49:48:

: Over the years I have sold all the shares of some mutual funds and used the proceeds to purchase another. In one case, the company merged the fund into another, with a different ticker symbol.

: If I put these funds in, even though there is no activity and will not be any activity, they will keep popping up. If I leave them out, I won't be getting ccurate reports. Is there a way to put the fund data in but not get a graph and not get the prices updated on zero shares?

: --Dave

Hi Dave,
Yes. Leave them in your portfolio, but turn on the "Hidden" property
for these investments. You can also turn off the "Internet Retrieve Updates
Price" property if you don't want to get price updates for these investments.
See "Investment Properties.../Other".

You'll also want to note the menu command "View/Hidden Investments".

Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

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