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Strategies & Market Trends : Dividend Growth Investing and chit chat.

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From: cemanuel1/14/2022 2:29:31 PM
   of 2146
 
I made some Roth moves today:

Sold T @ $27.00

Bought:
BBY @ $100.16
QSR @ $56.66
WSM @ $145.48

This closes the T position in my Roth. I still have some in my taxable account. I already owned each of the other three, just added more. I had originally planned to sell T at $28 but with companies I liked better dropping, went ahead.

The Roth is more of a TR account vs the Taxable which is for Income.

Open to either selling T in the Taxable Account or holding through the spinoff. Will trim at $28 and as of today each $2 higher in price would mean another trim but I could change my mind.
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