Question to be canceled?
You are in a somewhat rarely explored area, as far as I am
concerned. That is, I have not fully investigated and
digested the ramifications of the "market value" field and what
performance figures it impacts. My current policy is to
leave that field blank for Remove shares
transactions. As you observe, there is no comparable
field for the Add shares transactions and I cannot at this time
experiment with your procedures to see what is going
on.
With my choice of no data, I tend look for performance on a
security basis such that the Remove and Add balance each other and
have no net effect on Average Annual Return (my preferred
measure).
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