Stock Selling Guide - Gain/Loss Worksheet (Part 1 of 5)

Douglas Gerlach http://www.douglasgerlach.com

A. GAIN/LOSS WORKSHEET

1 Cost basis of shares owned (Total amount invested) $
2 Total value as of this date $
3 Pre-tax loss/gain $ (= 1 - 2 )
4 Capital gains taxes due (if any) $
5 Round-trip commissions (to sell, then buy a replacement) $
6 After-tax loss/gain* $ (= 3 - 4 - 5)
(* This is also the starting amount of potential new investment)