On the Corporate Actions worksheet in cell M3 I have the following formula that matches the value in B3 with the appropriate value in column C on the Portfolio Holdings worksheet and returns the matching value from column B on the Portfolio Holdings worksheet.
I would like to add one more string of criteria to this formula: If the matching date in column W on the Portfolio Holdings worksheet is > then the date in column C of the Corporate Actions worksheet then tell the entire formula to return a blank.
Thanks
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=IF($B3="","",IF(ISNA(INDEX('Portfolio Holdings'!$B$2:$B$9998,MATCH($B3&"_"&COLUMNS($M$1:M$1),'Portfolio Holdings'!$AC$2:$AC$9998,0))),"",INDEX('Portfolio Holdings'!$B$2:$B$9998,MATCH($B3&"_"&COLUMNS($M$1:M$1),'Portfolio Holdings'!$AC$2:$AC$9998,0))))
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