So I have few stocks that have gone up significantly since I invested in them in 2022. Anyway where between 30- 60% (in $ amount its maybe 17k in profit across these stocks)
Now I am trying to figure what the right strategy is to take the profits out. I dont need the cash and I am in CA so taxes.
But what I am concerned about is what is the strategy here? Do you “take” the profits out when its a certain % or just leave it and forget it. I did that latter part with other stock account I had and after few years lost all the profit and some principal too.
Appreciate any advice.
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