Short-Term Movers

Considerations

Long term positions (those held for more than 365 days) are taxed at a lower rate than short term positions, which are taxed as ordinary income. For this reason, it is more advantageous to sell your losses while they are still short term, and hold onto your gains until they become long term. GainsAdvisor alerts you to positions in your accounts that are approaching long term status, displaying market value and current gain/loss against that value.

Click any of the links below to view additional information for the selected field. You can sort each column by clicking the appropriate column header.

• Symbol

  This column contains the ticker symbol of the security that will move from short term to long term within the next 45 days.

• Account

  This column contains the account that contains the short term mover.

• Shares

  This column contains the number of shares that will move from the short-term to long-term within the next 45 days.

• Purchase Date

  This column contains the date the shares were purchased.

• Market Value

  This column contains the current market price of your positions.

• Gain/Loss

  This column contains the gain or loss amount for the position.

• % Change

  This column contains the percentage change in your positions.

• Days till LT

  This column contains the number of days until the short-term position will become long-term.

Example

Click here to view an example of the Short-Term Movers page.