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How to handle stock transaction
OK, in another thread I talked about Dynacq. Now NASDAQ has
added an 'E' to the stock symbol, moving it from DYII to
DYIIE. That stock is traded, but how do I change the stock
symbol in bivio so that it pulls the current info? I know I
could transfer the stock, but I think that would then sell
the shares we have in DYII and move them to DYIIE resulting
in a taxable event that is not there. Any help your be
appreciated.
Robert Smyk wrote:
> Now NASDAQ has
> added an 'E' to the stock symbol, moving it from DYII to
> DYIIE. That stock is traded, but how do I change the stock
> symbol in bivio so that it pulls the current info?
 
When a name or ticker symbol changes, your bivio holdings should get
automatically updated within a couple of days. DYII was changed to
DYIIE by our quote provider last night.
 
If you know of a ticker or name which has not correctly changed, let
us know by sending an email to support@bivio.com.
 
Paul Moeller
bivio, Inc.