That should be fine. Just keep your records of the purchase...

  1. 1,005 Posts.
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    That should be fine. Just keep your records of the purchase under the original name, the document you have showing the name change and when you sell the record of the sale transaction under the new name.

    When you say "in my portfolio" what are you referring to? If it is a record list from your broker, they should have automatically updated your portfolio with the name change.
    Last edited by bellenuit: 11/10/20
 
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