Lets say someone buys shares on January 2nd of this year and had to wait until January 2nd 2023 for long term capital gains to be valid. What if this person continued to add to this particular company's stock position throughout the year? Do these additional shares of stock need to be separated from the other shares in terms of its short term/long term capital gains rate?
To be more clear, lets say additional shares were added July 1st. Do those new shares need to reach July 1st of 2023 to be valid for long term capital gains? If so, does this make tracking these additional shares a complete headache? Someone could add to this particular company's stock position 20+ times creating 20 different times of starting reference for each buying opportunity. I was thinking of this today and thought I should ask! Thanks
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