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dfwhip

12/17/09 11:02 AM

#69745 RE: ace65 #69743

You can assign what shares you want sold.
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milehighbuck

12/17/09 11:20 AM

#69748 RE: ace65 #69743

By default it is first in first out. However, you can declare a "Versus Purchase" agreement with your broker and assign each individual share purchase to specific share sales. I did it with BHEL through TD Ameritrade and it saved me thousands in taxes.