| Shares | Fair market value (FMV) | Gain | Holding period | |
|---|---|---|---|---|
|
Stock A
|
100
|
$230,000
|
$30,000
|
Short term
|
| Stock B | 200 | $150,000 | $50,000 | Short term |
| Stock C | 150 | $175,000 | $75,000 | Long term |
| Stock D | 300 | $425,000 | $125,000 | Long term |
Disclosure Title
Source:
Disclosure
Schwab Center for Financial Research.
This hypothetical example is only for illustrative purposes.