SELL: MOT, PWEI, PPD, HNR, ANIK
Sold Motorola on the 18th to keep the capital loss; remainder on June 19 for the long-term capital gain. Including commissions of $15.00 per transaction, here are the sale results:
- 133 MOT x $18.13 = $2,396.29. Short-term capital loss: $289.35 = -11.4%
- 254 ANIK x $15.60 = $3,947.40. Long-term capital gain: $1,245.08 = 46.1%
- 90 PWEI x $33.41 = $2,991.90. Long-term capital gain: $317.40 = 12.7%
- 217 HNR x $12.97 = $2,799.49. Long-term capital gain: $98.03 = 3.6%
- 78 PPD x $63.71 = $4,954.38. Long-term capital gain: $2,271.78 = 84.7%
- MOT's total annual dividends paid out: $26.60 = 0.99%
- PWEI's total annual dividends paid out: $21.40 = 0.8%
Totals:
- Net short-term capital gain (loss): ($289.35)
- Net long-term capital gain (loss): $3,932.29
- Net proceeds for this group: $3,642.94
- Net return for this group: 27.09%
Finally, numbers to keep around:
- Bank account: $17,403.20
- Accumulated short-term capital gain (loss) so far: ($1,323.50)
- Accumulated long-term capital gain (loss) so far: $7,653.47
- Total realized capital gain (loss): $6,329.97
- Total dividends paid out: $48.00
- Total realized gain (loss): $6,377.97
- Total cost of stocks sold: $25,518.40
- Total realized return: 24.99%
Labels: sell

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