No. of Recommendations: 0
If, just for example, $20 dividend distributed March 30 buys 1.5 shares while the June 30 one yields $22 and 1.7 shares, how and if will I figure the (split?) holding period.

There is no split of importance. You just have 1.5 shares purchase on 3/30 and 1.7 shares purchased on 6/30.

From your posts, if correctly understood, each time divs are paid out and reinvested, I should keep track of that date as a separate list of a transaction.?


In above hypothetical, trade date would=March 30, purchase cost=$20, and number of shares=1.5. If I am correct holding period would begin March 31, so if desiring to sell long-term, I would wait one year from the 31st, at least.

Correct again.

And if you happened to sell these 3.2 shares between 3/31 and 6/30 of the following year, 1.5 shares would be long term and 1.7 would be short term.

Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.