Money and Finance
Last week I sold 67 shares of Halliburton (HAL) that I had purchased through the employee stock purchase plan (ESPP). While purchasing shares through an ESPP can be risky due to having both investments and your income tied to the health and growth of your employer, I feel that it's a risk worth taking if you are given a discount on the purchase price. Most plans do allow for a discount and luckily mine is at the maximum of 15%. The discount is just too much for me to justify passing it up. Plus my plan has no stipulation on when I can sell the shares, although your mileage may vary.
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- Recent Sell
Nothing major to report but I do like to give a full update on any changes made to my portfolio. Yesterday I closed my position in Halliburton (HAL). Halliburton isn't exactly a dividend growth stock, although they have increased it the last few...
- Recent Sells
Yesterday seemed like as good a day as any to try and sell off some more shares of Halliburton and also close my position in Alcoa. I sold 25 shares of Halliburton, leaving me with just 100 more. I had been debating whether or not to sell those shares...
- Dividend Update - July 2013
And another one bites the dust! Seriously, was July shorter this year by about 10 days? It was a pretty quiet month for dividends as well as new additions to the FI Portfolio. I only started small positions in Realty Income and General Electric...
- Recent Sells
Well I've been active this past week in trying to unload some shares of Halliburton (HAL) which is my employer. I purchased the shares through the employee stock purchase plan and I believe that if one is offered at your employer and you get a sizable...
- Recent Transaction
Yesterday I sold a call option on some of my shares of HAL, ESPP shares. In early January, the latest purchase went through adding almost 200 more shares to my position. As to be expected I'm way overweight my employer's stock so I'm trying...
Money and Finance
ESPP Taxation
Last week I sold 67 shares of Halliburton (HAL) that I had purchased through the employee stock purchase plan (ESPP). While purchasing shares through an ESPP can be risky due to having both investments and your income tied to the health and growth of your employer, I feel that it's a risk worth taking if you are given a discount on the purchase price. Most plans do allow for a discount and luckily mine is at the maximum of 15%. The discount is just too much for me to justify passing it up. Plus my plan has no stipulation on when I can sell the shares, although your mileage may vary.
Read more »
- Recent Sell
Nothing major to report but I do like to give a full update on any changes made to my portfolio. Yesterday I closed my position in Halliburton (HAL). Halliburton isn't exactly a dividend growth stock, although they have increased it the last few...
- Recent Sells
Yesterday seemed like as good a day as any to try and sell off some more shares of Halliburton and also close my position in Alcoa. I sold 25 shares of Halliburton, leaving me with just 100 more. I had been debating whether or not to sell those shares...
- Dividend Update - July 2013
And another one bites the dust! Seriously, was July shorter this year by about 10 days? It was a pretty quiet month for dividends as well as new additions to the FI Portfolio. I only started small positions in Realty Income and General Electric...
- Recent Sells
Well I've been active this past week in trying to unload some shares of Halliburton (HAL) which is my employer. I purchased the shares through the employee stock purchase plan and I believe that if one is offered at your employer and you get a sizable...
- Recent Transaction
Yesterday I sold a call option on some of my shares of HAL, ESPP shares. In early January, the latest purchase went through adding almost 200 more shares to my position. As to be expected I'm way overweight my employer's stock so I'm trying...