Taking Stock Episode 24 - Tracking Direct Plan Purchases through Computershare

06/03/2024 1h 37min
Taking Stock Episode 24 - Tracking Direct Plan Purchases through Computershare

Listen "Taking Stock Episode 24 - Tracking Direct Plan Purchases through Computershare"

Episode Synopsis

This week on Taking Stock, Chives was joined by 6days1week to talk about his efforts to track direct plan purchases made through Computershare. Investors have the option to buy directly through the transfer agent and can even set up recurring automatic buys to continue accumulating shares of companies they support.
These purchases are executed in bulk at the market on a predictable schedule, a framework which could result in less than ideal outcomes for investors in terms of shares received per dollar invested. 6Days prepared some screenshots and graphs to assist in the conversation which are linked in the notes below.
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Twitter/X Link:
https://twitter.com/i/spaces/1jMKgmZMVXjJL
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Join the Community:
Join us on Discord - https://mee6.xyz/en/i/vYJSX1ghMl
Join us on Lemmy - https://lemmy.whynotdrs.org/
Visit https://www.drsgme.org and https://www.whydrs.org
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Links and Resources:
AMC Plan Purchase Transaction Numbers
https://pbs.twimg.com/media/GIk2UcrXYAATWd7?format=jpg&name=900x900
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GME Plan Purchase Transaction Numbers
https://pbs.twimg.com/media/GIk2UanXsAAjiVk?format=jpg&name=900x900
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% Fees for Computershare Purchases
https://pbs.twimg.com/media/GIk2UaDXIAAL11v?format=jpg&name=medium
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Example Plan Summary Page
https://pbs.twimg.com/media/GIk2UZVWoAAjz_i?format=jpg&name=large
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Bank Statement showing Transaction Number Information
https://pbs.twimg.com/media/GIk2WNUW8AEvFRY?format=jpg&name=900x900
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Special Thanks to:
Craiyon.com for help with the logo design
Wooch for the intro & outro music

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