Hello! May I know how acquisitions are managed in stockscafe, specifically for this PSXP which is now listed as PSX on NYSE? Doesn’t seem to reflect well in my records.
M&A are usually more complex. It depends on the specific situation.
If it is simply change the code from USX:PSXP to USX:PSX then you can use this → How to Handle Stock Splits - StocksCafe Academy
Thanks for prompt reply! I tried but can’t locate PSXP anymore, and it outcome is 1 share of PSXP is now 0.5 of PSX.
Effective date is 9 Mar 2022 (last year).
Able to help me look into it?
Is it this? → https://stocks.cafe/stock/summary/PSXP/phillips+66+partners+lp?exchange=XUSX
If so, you can still put in USX:PSXP into old symbol field. It is just that it would not be auto-suggested but still valid when it is too old.
So, to be precise, you use this url → https://stocks.cafe/portfolio/transactions/tosplit
And enter the following values into the fields.
Symbol (Old) => USX:PSXP
Symbol (New) => USX:PSX
Stock Split Ratio (Old) => 2
Stock Split Ratio (New) => 1
Stock Split Date => 9 March 2022
Tried, doesn’t seem to return anything different,
I just checked your account.
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For the above to work, you would need to have PSXP. That is, you need to enter the transactions in PSXP initially.
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However, it seems like you did not have PSXP in your transactions.
Evan
Ok, sorted, thanks Evan!