Hi All,
My investment in Wentworth Resources is currently showing a loss after the takeover. Obviously, I received cash after the takeover but I can't work out how to reflect the receipt in transactions. Obviously, I can show the deposit as cash but unless I can tag the deposit to Wentworth due to the sale of the shares, it will mess up my performance graphs. Given that I non longer own the shares, I can't sell them in transactions. Any help appreciated.
Thanks
Neil
Hello Neil - for future reference you can resolve this by added a sell transaction in the position. There are two ways to add transactions for delisted positions:
1. Click on the cog icon next to your position in Folio Overview and then click 'Add Transaction'. The transaction will automatically be assigned to the position and ou can then add your sell there.
2. When searching for a stock in the Add transaction modal, you will find a 'show delisted positions' option at the bottom of the search. You can then add the delisted position to the transaction form.
Do reach out via support (green button in the corner) if you need further help.
