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How to sell specific shares at Fidelity?

When you sell shares, at Fidelity by default will sell the shares which you hold for longer time ( first in first out stock sales- FIFO method ). If you sell the stock with higher cost, you may expect a lower realized capital gain which is called Tax loss harvesting.

Choose and sell specific shares

Here is how to choose tax lot(s) and sell specific shares at Fidelity and offset capital gains

– Go to Trade Stocks Page
– Enter Stock symbol to sell
– Select the Choose Specific Shares check box

Fidelity_Choose_specific_shares_2016-11-11_0708.png

– click Preview order

– now, choose the specific stock you want to sell

Fidelity_Choose_specific_shares2_2016-11-11_0708.png

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