Re: Young Folk Portfolio:
Today I sold NEE in the Taxable Account. I wanted to wait until the first of the year to sell because this sale did trigger a taxable event but I decided to sell it now and get it over with. The sale generated $8,145. The proceeds went into the following assets.
ABT ..... $1,500
SO ....... $1,500
PEP ..... $1,500
HD ....... $1,500
AAPL ... $500
ACN .... $500
MSFT .. $500
DE ...... $325
MA ...... $320
These were the smallest positions in the Taxable Account and I wanted to bring them up in size within proximity of the other holdings. Here are the current market values as of today.
ABT ...... $11,247
SO ....... $11,268
AAPL ... $11,797
PEP ..... $11,822
ACN .... $11,899
MA ....... $11,941
DE ....... $11,974
MSFT .. $12,071
HD ....... $12,251 |
