You got it, Money_Badger.I venture to guess that this is just an idiosyncrasy of this particular poster. I'm not sure why he would need to track individual lots, but I do think this has more to do with rebalancing the portfolio than anything else. He can correct me if I'm wrong.Rebalancing in tax advantaged account does not require "selective sells of lots".He said "gain harvesting", not tax gain harvesting. Some people might call that rebalancing.Tax gain harvesting in a tax advantaged account? Please elaborate.I track them for selective sells of lots into market strength - I call it gain harvesting.
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Statistics: Posted by Explorer — Tue Jan 09, 2024 8:26 pm — Replies 15 — Views 820