2022 12 trade records & summary
2022-12 Monthly Summary
Continued to sell with lose before the short-term lost becomes long-term, for the sake of tax saving.
The sum of sells with gain-only are $11,623.31
The sum of sells with lost-only are -$9192.00
The net gain, including Robinwoods(bitcoin), is -$2,431.31
I am trying to reduce the short-term gain in individual account, and get/convert more gains into my 401K and RothIRA accounts.
Year-To-Month gain, including Robinwoods(bitcoin), is $32,400.57.
I am very glad that I managed to have my personal account has about 3K lose. This is almost perfect from Tax perspective.
All trades are based on the trade style described in
How to Be a Happy Active Stock Trader
Beating S&P 500 by 30% in Year 2020 with ANTS
2022-12-30 Dow -0.22% Nasdaq -0.11% S&P 500 -0.25%
Continued to sell with lose, for the sake of tax saving.
2022-12-29 Dow +1.05% Nasdaq +2.59% S&P 500 +1.75%
2022-12-28 Dow -1.10% Nasdaq -1.35% S&P 500 -1.20%
Continued to sell with lose, for the sake of tax saving.
2022-12-27 Dow +0.11% Nasdaq -1.38% S&P 500 -0.40%
Continued to sell with lose, for the sake of tax saving.
2022-12-23 Dow +0.53% Nasdaq +0.21% S&P 500 +0.59%
2022-12-22 Dow -1.05% Nasdaq -2.18% S&P 500 -1.45%
2022-12-21 Dow +1.60% Nasdaq +1.54% S&P 500 +1.49%
2022-12-20 Dow +0.28% Nasdaq +0.01% S&P 500 +0.10%
2022-12-19 Dow -0.49% Nasdaq -1.49% S&P 500 -0.90%
2022-12-16 Dow -0.85% Nasdaq -0.97% S&P 500 -1.12%
2022-12-15 Dow -2.25% Nasdaq -3.23% S&P 500 -2.49%
2022-12-14 Dow -0.42% Nasdaq -0.76% S&P 500 -0.61%
2022-12-13 Dow +1.01% Nasdaq +0.30% S&P 500 +0.73%
2022-12-12 Dow +1.58% Nasdaq +1.26% S&P 500 +1.43%
Continued to sell with lose, for the sake of tax saving.
2022-12-09 Dow -0.90% Nasdaq -0.70% S&P 500 -0.73%
2022-12-08 Dow +0.55% Nasdaq +1.13% S&P 500 +0.75%
2022-12-07 Dow +0.00% Nasdaq -0.51% S&P 500 -0.19%
2022-12-06 Dow -1.03% Nasdaq -2.00% S&P 500 -1.44%
2022-12-05 Dow -1.40% Nasdaq -1.93% S&P 500 -1.79%
2022-12-02 Dow +0.10% Nasdaq -0.18% S&P 500 -0.12%
2022-12-01 Dow -0.56% Nasdaq +0.13% S&P 500 -0.08%