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Realized gains/losses and estimated tax liability for 2024.
Short-Term Net
+$2,376.15
Taxed as ordinary income (up to 37%)
Long-Term Net
+$6,777.32
Taxed at 15% capital gains rate
Total Realized
+$9,153.47
Est. Tax Liability
$1,776.966
Based on 32% marginal rate
| Ticker | Bought | Sold | Shares | Cost Basis | Proceeds | Gain/Loss | Term |
|---|---|---|---|---|---|---|---|
| AAPL | Mar 15, 2023 | Jan 10, 2024 | 10 | $1,523.40 | $1,892.50 | +$369.10 | long |
| NVDA | Jun 8, 2023 | Feb 5, 2024 | 5 | $2,128.00 | $3,456.65 | +$1,328.65 | long |
| TSLA | Sep 20, 2023 | Jan 22, 2024 | 8 | $2,123.20 | $1,987.36 | $-135.84 | short |
| GOOGL | Nov 3, 2023 | Feb 12, 2024 | 15 | $2,137.50 | $2,073.15 | $-64.35 | short |
| MSFT | Apr 12, 2023 | Jan 30, 2024 | 10 | $2,892.00 | $3,745.80 | +$853.80 | long |
| META | Jul 25, 2023 | Feb 8, 2024 | 5 | $1,532.50 | $2,511.50 | +$979.00 | long |
| AMD | Oct 15, 2023 | Jan 18, 2024 | 20 | $2,034.00 | $3,284.00 | +$1,250.00 | short |
| COIN | Dec 1, 2023 | Feb 15, 2024 | 12 | $1,836.00 | $2,249.04 | +$413.04 | short |