I have a bunch of random individual stocks I bought over the last 2-3 years. I would like to sell them and buy ETF’s, but I don’t want to end up paying a bunch of taxes. I am down 8.6% in the last three years, if I sell the stocks at a loss, do I still get taxed on them?
SiriusXM (SIRI): 10 shares; bought at $6.36/share; current value $3.65/share; Loss of $29.10
AT&T (T): 8.28 shares; bought at $28.60/share; current value $18.13/share; Loss of $86.62
Brookfield Renewable Partners (BEP): 6.06 shares; bought at $30.97/share; current value $29.10/share; Loss of $11.36
Coca-Cola (KO): 5.44 shares; bought at $47.44/share; current value $60.02/share; Gain of $68.44
Nikola (NKLA): 6 shares; bought at $27.14/share; current value $1.70/share; Loss of $152.62
Delta Air Lines (DAL): 4 shares; bought at $23.28/share; current value $32.96/share; Gain of $38.72
Cinemark (CNK): 4 shares; bought at $12.58/share; current value $12.44/share; Loss of $0.58
Rocket Companies (RKT): 4.58 shares; bought at $22.85/share; current value $8.72/share; Loss of $64.74
Pinterest (PINS): 4 shares; bought at $57.34/share; current value $26.35/share; Loss of $123.95
Motley Fool 100 Index ETF (TMFC): 2.02 shares; bought at $29.48/share; current value $33.76/share; Gain of $8.65
CrowdStrike Holdings (CRWD): 2 shares; bought at $130.23/share; current value $133.40/share; Gain of $6.34
Morgan Stanley (MS): 2.13 shares; bought at $65.14/share; current value $84.18/share; Gain of $40.55
Verizon (VZ): 2.22 shares; bought at $55.03/share; current value $36.80/share; Loss of $40.54
Motley Fool Next Index ETF (TMFX): 10.02 shares; bought at $17.29/share; current value $14.38/share; Loss of $29.19
Bank of America (BAC): 6.14 shares; bought at $46.06/share; current value $27.74/share; Loss of $112.51
Paypal (PYPL): 1 share; bought at $118.55/share; current value $72.82/share; Loss of $45.73
Warner Bros Discover (WRB): 1 share; bought at $0.00/share (distributed from AT&T at the sale of Discovery); current value $14.45/share; Gain of $14.45
Total Loss: $519.79
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