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Re: Belgie24 post# 63489

Tuesday, 12/31/2019 12:46:25 PM

Tuesday, December 31, 2019 12:46:25 PM

Post# of 83012

According to my research it is the trade date in all circumstances EXCEPT when closing a short sale for a loss, then it is the settlement date.


EXCELLENT information!!!

Common sense told me to use the trade date because that's when my money left my account (Buy) and I had locked in my purchase. I felt the settlement date was just a matter of the bookkeeping being verified. So, I've been doing it right all these years!

Thanks for that information!
Mike