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Strategies & Market Trends : Young and Older Folk Portfolio

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misscbd
red cardinal
To: chowder who wrote (1216)12/14/2022 7:02:37 PM
From: chowder2 Recommendations  Read Replies (2) of 21740
 
Re: Young Folk Portfolio ... Add on Buy & Tax Loss Sale ...

I had been building a new position in D but it was the only position showing a loss in the Taxable Account, so I sold it today and I expect to buy it back after the wash rule expires.

Sold:

D - 134 shares @ $60.04 = $8,045.37

Today a $400 contribution hit the account.

Bought:

SO - 3 shares @ $71.83
PG - 1 share @ $153.33

This brings these positions up in size to:

PG .. $10,466
SO .. $10,342
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