My wife owns shares in Woolworths and is also an employee of Woolworths, she has 15 shares in a portfolio called Woolworths Employee Plan(Employee Number) which is a separate portfolio to her standard shares (which shows her HIN/SRN). How do I enter these 15 shares in Sharepoint because she received two lots of Endeavor shares one for her normal shares and the other for the Woolworths Employee Plan
Hi @marksl68 if you prefer to keep the shares received through the employee plan separated from other shares, then you have to record it in a separate portfolio. If you enter this in the portfolio with her normal shares, all the transactions will be merged as one holding.
We’ve got a help page here on handling the WOW:EDV demerger.