transerv shares?

  1. 15 Posts.
    Hi, I have (sadly) had SFG/SDL shares for about 4 years, and if I sell these transerv shares how do I enter the transaction for Tax/Portfolio records. Are they recorded in your portfolio by "reducing the cost of your original purchase in sfg by 1/25th and using that 1/25th AND the original purchase date of sfg as your date of holding in Transerv" or is it "cost zero and date of distribution as the date in your portfolio"
    Cheers
 
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