#shares

If I sell shares of an EFT I’ve been holding/buying for years, which shares are sold?

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If I sell shares of an EFT I’ve been holding/buying for years, which shares are sold? Hello, everyone! I’ve been continuously buying/holding an EFT for many years. Now I’m looking to sell a portion of my shares to buy more bonds and rebalance my portfolio. When I sell these shares, is it a long-term capital gain? Am I selling my ‘oldest shares’ that I’ve had for years, my ‘newest shares’ that I bought 6 months ago, or a mix of bo…

Reddit Personal Finance 920 2024-11-28

Fractional shares decision

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Fractional shares decision Hey everyone, I just received a notice from T212 tht HMRC took a decision on fractional shares, but this seems to be in regard to an ISA. Would this be applicable to a SIPP account? https://www.gov.uk/government/publications/tax-free-savings-newsletter-14/07fda8a9-e0ba-4d6f-9b72-6fba563496cc#:~:text=The%20new%20regulations%20take%20effect,by%20…

Reddit Personal Finance 367 2024-10-24

Shares split up after death

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Shares split up after death Can someone please help me /give me advice for this situation. My grandfather just passed away and he requested in his will that the Apple shares he owned be split between his grandchildren and 3 children. He wanted each grandchild to get 5 shares and after that then his 3 children will split the remaining. Is this possible and how can we go abo…

Reddit Personal Finance 958 2024-05-20

Shares as compensation

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Shares as compensation How common is it for a company to refuse or be stingy with a salary increase because an employee did well when the company went public? Is it typical for an employer to say “well, because of your stock options, your total compensation package is good, so we’re going to undercut you on your salary.” I’m dealing with this now and it feels so…unf…

Reddit Personal Finance 1.3k 2024-05-19

Morgan Stanley Transfered my Shares as “Unclaimed”

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Morgan Stanley Transfered my Shares as “Unclaimed” As part of my comp package on a publicly traded Tech StartUp where I worked from 2016-2020 I received RSUs. At the date of my departure (February 2020) I had a good amount of shares vested. The platform this tech company uses for employee shares is Solium which is owned by Morgan Stanley. I had my user and pass information safely stored, checked…

Reddit Personal Finance 440 2024-04-27

Company shares that can’t be sold

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Company shares that can’t be sold The company I work for gives top employees company shares as a bonus every so often. The shares vest every year but currently there is no way to sell them. If I leave the company I lose the shares. From what I understand the only way to sell or get paid out shares is if the company goes public or has another big private investment. While there h…

Reddit Personal Finance 810 2024-03-26