by Krisan Marotta | May 31, 2016 | Cost Basis, KBO
On May 18, 2016, Charter Communications, Inc. (CHTR) merged with Time Warner Cable Inc (TWR). If you have clients that held CHTR prior to the merger you need to handle this stock split a little differently. What happened For each share held of TWC prior to the...
by Krisan Marotta | Oct 15, 2015 | KBO, Performance
Q. I want to use the PortfolioCenter Transaction Writer and the stock merger/exchange wizard to enter a stock merger. What is the “share exchange ratio” and how do I find it? A. The share exchange ratio is the number of shares the investor receives of the...
