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Posted: 4/21/2022 7:03:50 AM EDT
[#1]
Quote HistoryOriginally Posted By cmsnare: Sorry, the "Call your broker" was a poor attempt at humor.  Quote HistoryOriginally Posted By cmsnare: Originally Posted By apexcrusade: I do know I can change/assign a lot up through the settlement date but that doesn't help later when I decide to sell off a position. There must be a way to do that since I can access lots individually any time but never understood if I could do anything with them.. I was thinking I'll call my broker on this one. Sorry, the "Call your broker" was a poor attempt at humor. I got it, it was funny. That's why I said it. |
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Posted: 4/21/2022 7:06:02 AM EDT
[#2]
Quote HistoryOriginally Posted By m1awolf: Don't know if this is what you are looking for but go to "my profile" then under the general tab and it has tax lot options you can edit for FIFO,LIFO ect. Quote HistoryOriginally Posted By m1awolf: Originally Posted By apexcrusade: I use the presets that are already there - FIFO, LIFO, LOWCOST, HIGHCOST, TAX EFFICIENT, etc. - these are quick and easy. TDA doesn't seem to have a provision to sell specific lots or shares, at least after they settle, at least I can't find how to do it. I monitor 3 accounts that are linked, so sometimes I've transferred some shares from one acct to another so I could then use LIFO on the 1st acct. There is certainly a way to sell particular shares I would think but I can't find it. Don't know if this is what you are looking for but go to "my profile" then under the general tab and it has tax lot options you can edit for FIFO,LIFO ect. I forgot all of that stuff was there! I'll have to sort through it |
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Posted: 4/21/2022 7:07:17 AM EDT
[Last Edit: apexcrusade]
[#3]
Quote HistoryOriginally Posted By nolan7120: If you're on the TD app, go to "accounts" and then "positions", scroll to the bottom and select "see cost basis", then click "unsettled closed positions" on the right side. You should see your sale there and be able to assign specific tax lots. Think you have a one day window to assign. So if you sell on a Wednesday, the transaction should show up in "unsettled closed positions" on Thursday for you to adjust if needed, and then on Friday off they go to the buyer. Quote HistoryOriginally Posted By nolan7120: Originally Posted By apexcrusade: I use the presets that are already there - FIFO, LIFO, LOWCOST, HIGHCOST, TAX EFFICIENT, etc. - these are quick and easy. TDA doesn't seem to have a provision to sell specific lots or shares, at least after they settle, at least I can't find how to do it. I monitor 3 accounts that are linked, so sometimes I've transferred some shares from one acct to another so I could then use LIFO on the 1st acct. There is certainly a way to sell particular shares I would think but I can't find it. If you're on the TD app, go to "accounts" and then "positions", scroll to the bottom and select "see cost basis", then click "unsettled closed positions" on the right side. You should see your sale there and be able to assign specific tax lots. Think you have a one day window to assign. So if you sell on a Wednesday, the transaction should show up in "unsettled closed positions" on Thursday for you to adjust if needed, and then on Friday off they go to the buyer. So now this makes sense. I can assign lots there, for use later? Finally DOW is coming to life. |
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Posted: 4/21/2022 7:07:44 AM EDT
[#4]
Quote HistoryOriginally Posted By blackeagle05: Based on your wording it sounds like you want to end up with those shares at $2.54 per. If so, I think you need to sell the puts, not buy them. This from the guy who once accidentally sold puts instead of calls. Thankfully I caught it quickly and closed the position even. Anyway, just hoping my lessons can help you out too. @Total53 I had to go check, yes it's a SELL order. 
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Posted: 4/21/2022 7:11:26 AM EDT
[#5]
Quote HistoryI see. He's down 21%, but wants to get paid his performance bonus. So instead of not getting paid extra to make that 21% back, he wants to push the reset button. |
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Posted: 4/21/2022 7:13:35 AM EDT
[#6]
Quote HistoryOriginally Posted By apexcrusade: So now this makes sense. I can assign lots there, for use later? Finally DOW is coming to life. Today, Nasdog is going up more than the DJIA. I hope that extends to BBIG and MVIS. |
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Posted: 4/21/2022 7:21:21 AM EDT
[Last Edit: apexcrusade]
[#7]
Quote HistoryOriginally Posted By PepePewPew: Today, Nasdog is going up more than the DJIA. I hope that extends to BBIG and MVIS. Quote HistoryOriginally Posted By PepePewPew: Originally Posted By apexcrusade: So now this makes sense. I can assign lots there, for use later? Finally DOW is coming to life. Today, Nasdog is going up more than the DJIA. I hope that extends to BBIG and MVIS. I mean the company - DOW, inc. I have a lot of dough in chemicals, specialty plastics, consumer goods, etc. Hoping for doubles and triples or better - TSE, DOW, CPRI, WRK, had OLN and HUN but sold those at a profit. These were plays on global re-opening from chinaflu but got sidetracked by some world events. Now maybe moving up. T with a good earnings report - if this gets back on track it could be good. |
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Posted: 4/21/2022 9:19:18 AM EDT
[#8]
Quote HistoryOriginally Posted By apexcrusade: So now this makes sense. I can assign lots there, for use later? Finally DOW is coming to life. Quote HistoryOriginally Posted By apexcrusade: Originally Posted By nolan7120: Originally Posted By apexcrusade: I use the presets that are already there - FIFO, LIFO, LOWCOST, HIGHCOST, TAX EFFICIENT, etc. - these are quick and easy. TDA doesn't seem to have a provision to sell specific lots or shares, at least after they settle, at least I can't find how to do it. I monitor 3 accounts that are linked, so sometimes I've transferred some shares from one acct to another so I could then use LIFO on the 1st acct. There is certainly a way to sell particular shares I would think but I can't find it. If you're on the TD app, go to "accounts" and then "positions", scroll to the bottom and select "see cost basis", then click "unsettled closed positions" on the right side. You should see your sale there and be able to assign specific tax lots. Think you have a one day window to assign. So if you sell on a Wednesday, the transaction should show up in "unsettled closed positions" on Thursday for you to adjust if needed, and then on Friday off they go to the buyer. So now this makes sense. I can assign lots there, for use later? Finally DOW is coming to life. What do you mean by "for use later"? Don't think you can pre-pick tax lots for sale if that's what you meant, at least not there. What I described is only good for assigning specific lots between the sale date and settlement date. |
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Posted: 4/21/2022 9:25:22 AM EDT
[Last Edit: apexcrusade]
[#9]
Quote HistoryOriginally Posted By nolan7120: What do you mean by "for use later"? Don't think you can pre-pick tax lots for sale if that's what you meant, at least not there. What I described is only good for assigning specific lots between the sale date and settlement date. Quote HistoryOriginally Posted By nolan7120: Originally Posted By apexcrusade: Originally Posted By nolan7120: Originally Posted By apexcrusade: I use the presets that are already there - FIFO, LIFO, LOWCOST, HIGHCOST, TAX EFFICIENT, etc. - these are quick and easy. TDA doesn't seem to have a provision to sell specific lots or shares, at least after they settle, at least I can't find how to do it. I monitor 3 accounts that are linked, so sometimes I've transferred some shares from one acct to another so I could then use LIFO on the 1st acct. There is certainly a way to sell particular shares I would think but I can't find it. If you're on the TD app, go to "accounts" and then "positions", scroll to the bottom and select "see cost basis", then click "unsettled closed positions" on the right side. You should see your sale there and be able to assign specific tax lots. Think you have a one day window to assign. So if you sell on a Wednesday, the transaction should show up in "unsettled closed positions" on Thursday for you to adjust if needed, and then on Friday off they go to the buyer. So now this makes sense. I can assign lots there, for use later? Finally DOW is coming to life. What do you mean by "for use later"? Don't think you can pre-pick tax lots for sale if that's what you meant, at least not there. What I described is only good for assigning specific lots between the sale date and settlement date. The original discussion on this was how to sell certain lots of stocks you own. There are the standard presets, of course - FIFO, LIFO, etc., but other than those how would one be able to sell a certain tranche of shares that wasn't covered by the standard presets? So the discussion moved to assigning tax lots via the method you are referring to. I thought, though that you could only do this with stocks that hadn't yet settled, meaning you would sell those before settlement (?) which doesn't help if I want to sell a certain tranche a year later, for example. Another thought then was, during that time before settlement can you affix a label, or tag the buy you just made so you can identify that later on and sell it? Hard to explain this, - to sum up are you able to label a buy you just made, doing so before settlement and then use that label at any subsequent time to designate exactly which shares you are selling? I will provide an example of this once I am out of this 0930 meeting |
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Posted: 4/21/2022 9:56:12 AM EDT
[#10]
Few more shares of MVIS. Throwing couch cushion change in.
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UT, USA
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Posted: 4/21/2022 10:01:46 AM EDT
[Last Edit: oldno7]
[#11]
Quote HistoryOriginally Posted By Tango: Few more shares of MVIS. Throwing couch cushion change in. Ditto--kinda Sold 3 lots of MU in first 5 min. Re bought 3 lots. With change left over from sell/buy, bought more MVIS.  bigger picture 
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Posted: 4/21/2022 10:09:58 AM EDT
[#12]
Quote HistoryOriginally Posted By Tango: Few more shares of MVIS. Throwing couch cushion change in.
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Posted: 4/21/2022 10:36:02 AM EDT
[#13]
Quote HistoryOriginally Posted By apexcrusade: The original discussion on this was how to sell certain lots of stocks you own. There are the standard presets, of course - FIFO, LIFO, etc., but other than those how would one be able to sell a certain tranche of shares that wasn't covered by the standard presets? So the discussion moved to assigning tax lots via the method you are referring to. I thought, though that you could only do this with stocks that hadn't yet settled, meaning you would sell those before settlement (?) which doesn't help if I want to sell a certain tranche a year later, for example. Another thought then was, during that time before settlement can you affix a label, or tag the buy you just made so you can identify that later on and sell it? Hard to explain this, - to sum up are you able to label a buy you just made, doing so before settlement and then use that label at any subsequent time to designate exactly which shares you are selling? I will provide an example of this once I am out of this 0930 meeting That's a good question. I'd call TD and ask. Anytime I've called they've always been helpful. |
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Posted: 4/21/2022 10:37:28 AM EDT
[Last Edit: nolan7120]
[#14]
What's everyone been buying, besides MVIS? I've bought into RBLX, SOFI, and QS in the past week or two. These are long-term holds.
Edit: and DKNG |
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UT, USA
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Posted: 4/21/2022 10:38:40 AM EDT
[#15]
I hope it's just me and I'm wrong but today feels like it's setting up to tank.
Stocks are struggling to rebound from their daily lows. |
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Posted: 4/21/2022 10:39:49 AM EDT
[#16]
Quote HistoryOriginally Posted By nolan7120: What's everyone been buying, besides MVIS? I've bought into RBLX, SOFI, and QS in the past week or two. These are long-term holds. |
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Posted: 4/21/2022 10:40:00 AM EDT
[Last Edit: cardboardkiller]
[#17]
Quote HistoryOriginally Posted By nolan7120: What's everyone been buying, besides MVIS? I've bought into RBLX, SOFI, and QS in the past week or two. These are long-term holds. ABML Hoping it doesn’t move too much until Feb of next year for the bulk of my shares to be in LTCG. I’m at a $1.04 average right now and planning a long term hold (5+ years) unless it goes nuts when their plants start coming online. |
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Posted: 4/21/2022 10:40:25 AM EDT
[#18]
Quote HistoryOriginally Posted By oldno7: I hope it's just me and I'm wrong but today feels like it's setting up to tank. Stocks are struggling to rebound from their daily lows. |
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Posted: 4/21/2022 10:50:26 AM EDT
[#19]
Quote HistoryOriginally Posted By nolan7120: What's everyone been buying, besides MVIS? I've bought into RBLX, SOFI, and QS in the past week or two. These are long-term holds. NVDA seems like it's at a decent price. I think I can see at least a $275 ish rebound |
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Posted: 4/21/2022 11:05:48 AM EDT
[#20]
Quote HistoryOriginally Posted By Total53: Help me out here Cajun, I'm in for 1000 if the pps stays under $4, another if it drops under $3. My 401k rollover funds are sitting at my broker who graciously placed an 11 day hold on it. Of course it settles on the 26th.  Do you still think we'll see the post EC dip? I also have a  Quote HistoryOriginally Posted By Total53: Originally Posted By CajunMojo: Right on. I was planning to grab some more after EC. Maybe I'll buy a small lot before then. I just figure it'd tank on earnings. My second biggest MVIS mistake was not waiting long enough to buy back in, right after not dumping everything at $20++. I think this is a good buy price, but also think it'll get better (or worse depending on perspective). Help me out here Cajun, I'm in for 1000 if the pps stays under $4, another if it drops under $3. My 401k rollover funds are sitting at my broker who graciously placed an 11 day hold on it. Of course it settles on the 26th. Do you still think we'll see the post EC dip? I also have a I've made some terrible plays lately so my advice is worth less than you paid for it, but IMO, I think you'll be able to pick up MVIS somewhere under 3 either leading up to EC or after. I'll probably be picking up some more in the coming week. Beware. |
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Posted: 4/21/2022 11:05:53 AM EDT
[Last Edit: apexcrusade]
[#21]
Quote HistoryOriginally Posted By nolan7120: What's everyone been buying, besides MVIS? I've bought into RBLX, SOFI, and QS in the past week or two. These are long-term holds. Adding to positions but only on pullbacks - ZIM, TFSL, BGH, TSE, T, some SHOP but think I'll hold off on that until 05May. Would like to get IPI but out of my buy range, perhaps indefinitely MVIS order in for $2.89 |
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Posted: 4/21/2022 11:33:41 AM EDT
[#22]
Seems my entire account is pulling back.
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Posted: 4/21/2022 11:50:31 AM EDT
[#23]
Quote HistoryOriginally Posted By oldno7: I hope it's just me and I'm wrong but today feels like it's setting up to tank. Stocks are struggling to rebound from their daily lows. Looks like you nailed it! |
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UT, USA
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Posted: 4/21/2022 12:03:14 PM EDT
[Last Edit: oldno7]
[#24]
A buy in MU @ $72.14
 Don't trust this--stop order $71.95 |
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ID, USA
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Posted: 4/21/2022 12:48:52 PM EDT
[#25]
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Posted: 4/21/2022 1:20:44 PM EDT
[#26]
Wow, MVIS.
Next stop 2.61? |
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Posted: 4/21/2022 1:23:08 PM EDT
[Last Edit: 1969GTX]
[#27]
 That sums it up. I just closed out of a shitty RIVN position and added to AMD at $90.91. I would rather let the money ride there at the moment. And I have a buy in for Mavis at $3 |
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Posted: 4/21/2022 1:26:29 PM EDT
[#28]
RIVN is a dumpster fire. Haven't checked in on that for a while. Ouch.
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Posted: 4/21/2022 1:30:47 PM EDT
[#29]
What the hell is going on I ask rhetorically
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Posted: 4/21/2022 1:36:13 PM EDT
[#30]
Quote HistoryOriginally Posted By Rumrunner358: RIVN is a dumpster fire. Haven't checked in on that for a while. Ouch. Being sued for misleading investors will do that. I was in it around $42. Not caring much about sticking with it. |
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Posted: 4/21/2022 1:38:39 PM EDT
[#31]
MO is kicking arse
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Posted: 4/21/2022 2:11:16 PM EDT
[#32]
Quote HistoryOriginally Posted By apexcrusade: MO is kicking arse 6.5% yield seems pretty good. Is that just Phillip Morris cash cow business, or are there growth product lines in there? |
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Posted: 4/21/2022 2:30:44 PM EDT
[#33]
Quote HistoryOriginally Posted By PepePewPew: 6.5% yield seems pretty good. Is that just Phillip Morris cash cow business, or are there growth product lines in there? Quote HistoryOriginally Posted By PepePewPew: Originally Posted By apexcrusade: MO is kicking arse 6.5% yield seems pretty good. Is that just Phillip Morris cash cow business, or are there growth product lines in there? |
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Posted: 4/21/2022 2:34:03 PM EDT
[#34]
Quote HistoryOriginally Posted By PepePewPew: 6.5% yield seems pretty good. Is that just Phillip Morris cash cow business, or are there growth product lines in there? Quote HistoryOriginally Posted By PepePewPew: Originally Posted By apexcrusade: MO is kicking arse 6.5% yield seems pretty good. Is that just Phillip Morris cash cow business, or are there growth product lines in there? PM market is separate, that is the rest of the world other than the US which is MO. I think a big part of the price action is from time to time you get news on weed legislation, so MO is positioned to corner that mkt if/when it happens. Also the growth areas include non combustibles, snuff, and all other forms other than the types you light up. Otherwise, MO and BTI for that matter are among the most durable income producers you can have. Any way you look at it, MO always maintains it's margins in the face of all kinds of legislative risk, MO is one of my biggest positions and building up BTI as well |
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Posted: 4/21/2022 3:07:46 PM EDT
[#35]
Shook the couch cushions hard and picked up another thousand shares of MVIS. NAS down another 254 points, and it looks like the nose is pointed at the ground with the throttles firewalled. It's a little unnerving, but when the entire sector turns (not just MVIS), these are going to look like ridiculous prices. The sticking point is that old adage about the market staying irrational...it can be bloody brutal if you're not positioned for a long, painful slog.
Had to get my 2019 4Runner serviced before chemo this morning. Dealer just took a 2019 Land Cruiser in with 17K on the clock. They're offering me almost what I paid for the 4Runner, but asking almost new money for the LC, too. Found out why they're so expensive, there are literally no option packages, the vehicle comes loaded to the gunwhales standard. Worst time possible to buy a used vehicle, but I'm drooling here...it's a V8 powered, leather wrapped, off road luxo-barge. Have a feeling the comptroller is going to take a dim view of this deal
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USA
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Posted: 4/21/2022 3:17:51 PM EDT
[#36]
Quote HistoryOriginally Posted By Osprey61: Shook the couch cushions hard and picked up another thousand shares of MVIS. NAS down another 254 points, and it looks like the nose is pointed at the ground with the throttles firewalled. It's a little unnerving, but when the entire sector turns (not just MVIS), these are going to look like ridiculous prices. The sticking point is that old adage about the market staying irrational...it can be bloody brutal if you're not positioned for a long, painful slog. Had to get my 2019 4Runner serviced before chemo this morning. Dealer just took a 2019 Land Cruiser in with 17K on the clock. They're offering me almost what I paid for the 4Runner, but asking almost new money for the LC, too. Found out why they're so expensive, there are literally no option packages, the vehicle comes loaded to the gunwhales standard. Worst time possible to buy a used vehicle, but I'm drooling here...it's a V8 powered, leather wrapped, off road luxo-barge. Have a feeling the comptroller is going to take a dim view of this deal If you don't mind me asking, what's the offer on the 4runner? Long story but I might be in the market for something like that if you're looking to sell. |
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Posted: 4/21/2022 3:18:10 PM EDT
[Last Edit: EagleArmsHBAR]
[#37]
Today I picked up 100 shares at $3.15, 100 shares at $3.05, and 8 $3.00 6/17 Calls. Fingers crossed for a quick recovery.
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Posted: 4/21/2022 3:25:43 PM EDT
[#38]
Powell signals aggressive rate hikes. Are we really to believe this has caused this market selloff? I'm skeptical about cause and effect. Didn't the market sell off like this recently when Powell didn't signal anything? Silly humans trying to find patterns where none exist.
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Posted: 4/21/2022 3:28:34 PM EDT
[Last Edit: Osprey61]
[#39]
Quote HistoryOriginally Posted By blackeagle05: If you don't mind me asking, what's the offer on the 4runner? Long story but I might be in the market for something like that if you're looking to sell. They offered me $39K on a vehicle I paid $40K for...ORP with KDSS, moonroof delete, 26.5K miles on the clock and dealer installed wheels. There's a serious tax break involved, but I forget the details...makes the trade in effectively worth closer to $42K. It's paid for, and I seriously doubt this is going to happen. Mrs is hell-bent on a saddle brown interior, and the trade is grey on a metallic grey LC. |
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TX, USA
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Posted: 4/21/2022 3:44:33 PM EDT
[#40]
Quote HistoryOriginally Posted By apexcrusade: Powell signals aggressive rate hikes. Are we really to believe this has caused this market selloff? I'm skeptical about cause and effect. Didn't the market sell off like this recently when Powell didn't signal anything? Silly humans trying to find patterns where none exist. Anyone who didn't know that rate hike was coming is a complete moron, so, apparently, there are a lot of morons in the market. 
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Posted: 4/21/2022 3:52:06 PM EDT
[#41]
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Posted: 4/21/2022 3:52:34 PM EDT
[#42]
MVIS down 7% today? Awesome
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TX, USA
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Posted: 4/21/2022 3:55:40 PM EDT
[#43]
Quote HistoryOriginally Posted By bradpierson26: MVIS down 7% today? Awesome If that stock doesn't make a miraculous recovery, this place is going to look like father's day in the hood. 
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Posted: 4/21/2022 3:59:07 PM EDT
[#44]
Grabbed some more MVIS here under 3, have some cash reserved for a bigger dip.
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Posted: 4/21/2022 3:59:31 PM EDT
[#45]
Well at least my TWTR finished up for the day
the one stonk I give zero shits about. |
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Posted: 4/21/2022 3:59:36 PM EDT
[#46]
Quote HistoryOriginally Posted By Ultrastealth: If that stock doesn't make a miraculous recovery, this place is going to look like father's day in the hood. |
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Posted: 4/21/2022 3:59:52 PM EDT
[#47]
Originally Posted By Osprey61: They offered me $39K on a vehicle I paid $40K for...ORP with KDSS, moonroof delete, 26.5K miles on the clock and dealer installed wheels. There's a serious tax break involved, but I forget the details...makes the trade in effectively worth closer to $42K. It's paid for, and I seriously doubt this is going to happen. Mrs is hell-bent on a saddle brown interior, and the trade is grey on a metallic grey LC. Go for it! She’ll get used to it or just let her know when it’s Lamborghini time you’ll order saddle brown. |
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NE, USA
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Posted: 4/21/2022 4:01:35 PM EDT
[#48]
I took advantage of the MVIS dip and picked up another 500 @ $2.99 bringing my average down to $4.43. Really need to see some bounce here soon.
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Posted: 4/21/2022 4:09:25 PM EDT
[#49]
Quote HistoryOriginally Posted By Ultrastealth: If that stock doesn't make a miraculous recovery, this place is going to look like father's day in the hood. Quote HistoryOriginally Posted By Ultrastealth: Originally Posted By bradpierson26: MVIS down 7% today? Awesome If that stock doesn't make a miraculous recovery, this place is going to look like father's day in the hood. Haha I’m hoping for $6 this summer
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USA
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Posted: 4/21/2022 4:55:54 PM EDT
[#50]
I don't know what's more brutal. The stocktwits or the Yahoo convo page for MVIS.
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