Selena,Here's a very simple, but important tip:Keep a file folder (red, green, yellow, purple, anything to make the file stand out) for stock transactions! Keep this folder separate from your monthly/quarterly statements. List (perhaps in a simple table format):Brokerage NameAccount NumberLocation of Monthly/Quarterly Statements: file cabinet, shoe box stuffed in closet, etc.Date Stock PurchasedNumber of Shares BoughtPrice of Each ShareDollar Value of SharesCommission PaidDividends ReceivedStock SplitsDate Sold (or date stock was donated)Number of Shares SoldPrice of Each ShareDollar Value of SaleCommission Paidetc.This will make taxes a little less stressful.-Mona
Best Of |
Favorites & Replies |
Start a New Board |
My Fool |
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ra