Tax Loss Harvesting として、含み損状態にあるABXを一部売却しようと思っていましたが、誤ってPOTを売ってしまいました・・
POTもABX同様に含み損状態だったことがせめてもの救いです。ただ、売るつもりはなかったので、株価の推移を見つつ、余っているNISA枠で買い戻しするかも。
現在の保有株はこちらの通りです
Ticker | # | Est. Div. / share | Est. Div. | Fore. Tax | Dome. Tax | Net Est. Div. | Note |
1349 | 120 | $4.13 | $495.60 | 0% | 20.315% | $394.92 | |
ABX | 300 | $0.08 | $24.00 | 15% | 20.315% | $16.26 | |
AIG | 100 | $1.12 | $112.00 | 10% | 20.315% | $80.32 | |
AXS | 100 | $1.16 | $116.00 | 0% | 20.315% | $92.43 | |
BLK | 16 | $8.72 | $139.52 | 10% | 20.315% | $100.06 | |
BP | 100 | $2.40 | $240.00 | 0% | 20.315% | $191.24 | |
GOOGL | 10 | $0.00 | $0.00 | 10% | 20.315% | $0.00 | |
IBM | 25 | $5.20 | $130.00 | 10% | 20.315% | $93.23 | |
JNJ | 50 | $3.00 | $150.00 | 10% | 20.315% | $107.57 | |
KMI | 100 | $1.92 | $192.00 | 10% | 0% | $172.80 | NISA |
MOAT | 100 | $0.42 | $41.60 | 10% | 0% | $37.44 | NISA |
POT | 100 | $1.52 | $152.00 | 15% | 0% | $129.20 | NISA |
TRV | 50 | $2.44 | $122.00 | 10% | 20.315% | $87.49 | |
UL | 100 | $1.28 | $127.60 | 0% | 0% | $127.60 | NISA |
$2,042.32 | $1,630.57 |