How to dynamically order unique dates chronologically found in two tables?

[Sevigny86]

Good afternoon board!


I am constructing a portfolio and I want to auto generate my positions. My goal is to determine my portfolio position at every trade date.

Context: I have two tables in a "Transaction History" worksheet, one with all the Trades and the other with all Dividends Received. In a separate "Portfolio" worksheet, I want to arrange every date where a transaction occurred, whether it was a trade or a dividend payment. The rest of that table auto-populates the change in cash and stock position based on the date.
The issue I'm having is to create a formula that will search both tables; Trades and Dividends, which are vertical, and list out each unique date horizontally in my Portfolio page.


I found this formula that can search and list dates found in column A chronologically, but I have been unable to adapt it to my needs!


=INDEX($A$2:$A$15,MATCH(ROWS($A$2:A2),COUNTIF($A$2:$A$15,"<="&$A$2:$A$15),0))

Here is some sample data:

Portfolio Worksheet:

Trade & Dividend History

And here is a bonus Q if someone is able to answer:
I want to populate the Dividend History table, chronologically, with all dividends paid which are in a separate table per stock. Here is a sample of what two of the 14 identical tables look like:

Thanks in advance!

 

[Sevigny86]

bump

 

[Sevigny86]

Finally figured it out.

I used Excel Tables to create Queries, and then combined & appended them. This allows to take any number of tables and combine into one.

For my main question, I simply deleted the other columns not needed, leaving only Dates, which I ordered from A-Z using the filter, and then just pivoted horizontally. Only needed to Load to a selected cell and voila.

For my bonus question, it was solved while completing the other task, its a simpler version, just without pivoting etc.