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Re: Adam post# 47041

Monday, 04/01/2024 8:00:12 PM

Monday, April 01, 2024 8:00:12 PM

Post# of 47142
I have my whole stock list on Yahoo.
I also put in a high and low limit which is my hold zone.

I also have individual portfolios on Yahoo for each account.

So I keep track of it as all one account and I decide which account I want to buy or sell in based on which account I either want more cash ( if selling ) or have the cash ( if buying ). I also want all sales to be long term in my taxable account.

I definitely have a preference as to which account I want to ultimately hold a specific security in based on if I want to sell options on it or not. I do all option trading in my tax sheltered account now.

If I really wanted to sell more shares than I had in an account I would sell it all off first and then sell a few in the other But as far as AIM is concerned it wouldn't matter.

What bugs me more is dealing with two different trade lots so if AIM says sell 80 shares but it is coming out of a 100 share buy lot, I may sell the 100 shares.

Each to their own. You can always just own a security in one account.

Take the road less traveled. It will make all the difference.

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