Holding page, Transfer action – clarity for user

The purpose of this function is ambiguous as it could also be used record the movement of shares being in the name of one person to another (entity) such as from joint names to a super account. Ideally it would have a tick box with date picker & dollar amount, so it can be used to ‘sell’ the shares from one portfolio to another. Instead as a minimum this feature should have a message to inform the user all trade history and dividends will be moved to a different portfolio as if it was never in the original portfolio. Given that would mostly likely apply when moving a holding between brokers, this is also of consideration for change proposed here https://feedback.navexa.io/feedback/91871