![]() Technical View: Symbol, Name, Last Price, Today's Opinion, 20-Day Relative Strength, 20-Day Historic Volatility, 20-Day Average Volume, 52-Week High and 52-Week Low.Main View: Symbol, Name, Last Price, Change, Percent Change, High, Low, Volume, and Time of Last Trade.Standard Views found throughout the site include: (Simply create a free account, log in, then create and save Custom Views to be used on any data table.)Įach View has a "Links" column on the far right to access a symbol's Quote Overview, Chart, Options Quotes (when available), Barchart Opinion, and Technical Analysis page. Site members can also display the page using Custom Views. Most data tables can be analyzed using "Views." A View simply presents the symbols on the page with a different set of columns. In addition, My Barchart members see the last two years' of data, where Barchart Premier members will see corporate actions going back to January 1, 2000. ![]() Corporate Actions are available only for U.S. The Corporation Actions tab shows stock splits, dividends (ex-date) and earnings. This tab is accessible for My Barchart and Barchart Premier Members. 9 - Corrected Consolidated Close (per listing market).U - Extended trading hours (Sold Out of Sequence).9 - Corrected Consolidated Close Price as per Listing Market.U - Extended Hours Sold (Out of Sequence).K - Rule 127 (NYSE Only) or Rule 155 (Amex Only).BLANK - No Sale Condition required within (Long Trade format only).Sale Conditions for NYSE / NYSE Arca symbols: Logged in site users may download the data to a. and Canadian equities, futures and forex symbols, the Latest Trades tab displays the last 50 trades for the symbol. csv file for use in 3rd party spreadsheet programs. ![]() My Barchart and Barchart Premier members may download the data to a. In addition, you can adjust the price history for dividends (check the Dividend Adjust box). When logged into the site using either a free or Premier membership, you can change the amount of data to display using the data selector.Ĭhoose from 1-month, 3-month, 6-month, 1-year, or 2-year. Site visitors (not logged in) see 3-months of daily price information for any symbol that Barchart carries. Weekly, Monthly, and Quarterly data is available back to (depending on the symbol).Intraday data is available, down to 1-minute increments, approximately 10 years prior to today's date.equities only) by selecting the appropriate tab.īarchart Premier Members may also download additional data using the " Historical Data" page,, where you can download Intraday, Daily, Weekly, Monthly, or Quarterly data (going back to Jan. You can also view the latest trades, and view corporate actions (U.S. Site visitors (not logged into the site) can view the last three months of data, while logged in members can view and download end-of-day price history for up to two years prior to today's date. So, if you have stock options, whether Qualified or Non-Quantified, is is important to consider not only when you might exercise the options during your lifetime, but also how you might hold the options after your death.The Price History page allows you to view end-of-day price history. With the decline in the value of stocks, especially in the technology companies, there may be an opportunity to make some gifts of options with little or no gift tax consequences, if they are transferrable. Another consideration is whether, in the case of a closely held company, the estate can elect to defer the payment of estate taxes under section 6166 or section 303. Lending to a trust or estate to finance the exercise of options is possible but only under restricted conditions. Liquidity can be through the proceeds of a life insurance policy or a source of funds other then the sale of the options or the option stock. Again, the trust should have specific provisions to allow the trustee to hold or exercise the options without violating the fiduciary duty to diversify investments.įinally, but most importantly, planning for a source of funds to either pay the estate tax on the options or to pay for the exercise of the options is a prime consideration. The better tactic is to have the options in a trust, so avoiding the possible delays of going through probate. ![]() Placing options in an estate is not the most efficient way of handling options, as there is significant income tax incurred when options are exercised and the stock sold. If you are going to hold options after your death, you must consider to whom does the option go to? If the options are going through your estate, then your will should include specific powers for the Personal Representative to exercise the options. ![]()
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