I show you how to move a stock to another pie in M1 Finance without selling. This can be done
if you have a stock in one pie and want to move it to another pie. There are 2 possible ways this can be done which I cover in the video :)
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What's up everybody, this is Investing Sensei here to bring you another video.
This video I go over a step by step tutorial on how someone can move a stock in their M1 Finance account to another location (PIE) without having to sell.
You probably don't want to sell since you want to keep your cost basis as well as you don't want to create a taxable event.
Hopefully you find the tutorial helpful and be sure to like the video if you did :)
Also Check out the dividends that we got for the month of August: [ Ссылка ]
Link to tutorial:
How to get holdings from any brokerage into Google Sheets & get projected dividend income: [ Ссылка ]
Links to the dividend script tutorial versions:
Version 1: [ Ссылка ]
Version 2: [ Ссылка ]
Version 3: [ Ссылка ]
Version 4: [ Ссылка ]
Version 5: [ Ссылка ]
Link to how to setup the dividend email alerts: [ Ссылка ]
Check out @GGG Investor : [ Ссылка ]
Link to My Google Sheets: [ Ссылка ]
Just click on the link and go to "File" followed by "Make a copy"
This should make a copy under your own drive that you can make your own :)
Link to Monthly Dividend Payout Challenge playlist: [ Ссылка ]
Link to Weekly Portfolio Update Challenge playlist: [ Ссылка ]
Disclaimer:
The content that I'm sharing is based on my personal opinion and experience and should be used for information purposes only.
This is not intended to be investment advice. So please consider consulting with a licensed professional.
Outro Video Clip Credit: Videezy.com
Outro Music Credit: Acejax feat. Danilyon - By My Side [NCS Release]
#dividends #investing #stocks
