InvestorsHub Logo
icon url

The Grabber

03/02/24 1:01 PM

#46962 RE: Adam #46961

RE: AIMing a security across different accounts.

Hi Adam. What you say makes sense to me.
I suggest a common cash reserve for both.
Then when you want to see how the overall combined program is doing over time, add up the total 'Stock Value', #
Shares', Portfolio Control, and Total Cash and go from there.
icon url

Toofuzzy

04/01/24 11:18 AM

#47035 RE: Adam #46961

Hi Adam

I also own some securities in two accounts.

Happens when I don't have funds to buy in one account.

Over time I try to consolidate but I just treat it as one AIM machine.