How to get a corresponding value based on the most recent date and name?

[dylanmeza]

Hi, I'm making a stock investment tracker where all you have to do is enter in the transaction and it gives you all the your positions, whether they are open or closed etc. I was finally able to figure out a way to find my average cost per share after buying/selling/rebuying. I have a column that tracks the average price after every transaction for that specific stock but on my second sheet which contains a simplified holding sheet i want to have the most recent average price per share per stock. I tried to write a formula that checks if the names of the stocks are the same and then if the dates are the same and if they are return the corresponding average cost cell but it keeps returning false. Would appreciate any help!

 

[Dave87]

on both pages add a helper column where you join the stock name with the date then do a Vlookup/Xlookup/IndexMatch

 

[dylanmeza]

on both pages add a helper column where you join the stock name with the date then do a Vlookup/Xlookup/IndexMatch

What do you mean exactly?
Like (Tesla 8/4/2020)

 

[dylanmeza]

I think i understand what you're saying actually but for the stock symbol/name, I'm using the stock data feature and I'm struggling on how to connect the two cells @Dave87

 

[dylanmeza]

I think i understand what you're saying actually but for the stock symbol/name, I'm using the stock data feature and I'm struggling on how to connect the two cells @Dave87

nevermind got it