Quote:
Originally Posted by CRCRFT78
Lately Apple has been killing me with their decline in share price but I'm still in the positive at 28.46%. So I opened up the little tab showing me when I purchased the shares and notice that my last purchase is down 19.26% while the rest of the shares still have a positive percentage gain. Is there a way to sell off those shares and take the loss while maintaining the positive shares in my portfolio? I recall Greg mentioning something like this but I am not quite sure if I understood Greg correctly. I haven't lost faith in Apple yet to want to sell all the shares but eliminating the shares with a loss I think would be a smart move for now. ANy opinions on this?
|
Posting from my phone.
Schwab has a check box you can check before any transaction that has tax lots factored in. But I'm not where I can read whether or not you can just sell shares with a loss first. U can always call your brokerage to ask questions like this.