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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: Agamemnon who wrote (5610)3/27/1998 7:13:00 AM
From: Ploni  Read Replies (1) | Respond to of 18691
 
I did it like this:

Description Date Date Sales Cost Gain or (Loss)
acquired sold price

1000 ABC 3-1-97 4-1-97 6,000 5,000 1,000
2000 BCD 4-1-97 5-1-97 3,000 4,000 (1,000)

SHORT SALES:
100 XYZ 5-1-97 2-1-97 6,000 5,000 1,000
200 QWE 7-1-97 5-1-97 3,000 4,000 (1,000)
100 YHOO Open short 12-1-97 5,000 Open short -
50 IBM 3-1-97 12-1-96 5,000* 5,500 ( 500)
* Sale was reported on last year's 1099-B

OPTIONS (Sales not reported on 1099-B):
10 KOWL 6-5-97 9-1-97 4,000 1,000 3,000