Sometimes I want to shave a position I'm holding but only shares that qualify for long-term cap gains.
I'm finding myself manually calculating this based off on transactions — how do you do it? Does your brokerage have a tool for this?
Sometimes I want to shave a position I'm holding but only shares that qualify for long-term cap gains.
I'm finding myself manually calculating this based off on transactions — how do you do it? Does your brokerage have a tool for this?
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