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Re: Jimmlu59 post# 126441

Wednesday, 03/29/2023 4:15:05 PM

Wednesday, March 29, 2023 4:15:05 PM

Post# of 171964
You can specify which shares you sell. You may not realize it but you already have a default of which shares are sold first, whether they be the last bought or the first bought.. You can also change which are sold as long as you do it before the sell settles in a few days.

You are looking for the term "lots" or "tax lots". Heck you can even specify a lot you bought in the middle if it floats your boat, but you must be active about it. Contact your broker if it's not easy to see where you can change them. Some brokers are less obvious than others.