The stocks that were sold, were they going up in value or down?
The stocks that were sold, were they going up in value or down?
They're part of my portfolio. I said "BOB I need x amount of money this many times over the course of the year" so he broke it down into small sales. Wether up or down it didn't matter he just sold it. I only noticed the MARGIN thing this time 🤷
They're part of my portfolio. I said "BOB I need x amount of money this many times over the course of the year" so he broke it down into small sales. Wether up or down it didn't matter he just sold it. I only noticed the MARGIN thing this time 🤷
If Bob were doing his job properly, it would matter if it is up or down, and he'd know where you're sitting that year for paying taxes, so would chose a position that was tax advantageous to do so.
If Bob were doing his job properly, it would matter if it is up or down, and he'd know where you're sitting that year for paying taxes, so would chose a position that was tax advantageous to do so.
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