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March 15, 2025
Question

Can I use the date my current investment broker acquired stocks from another broker as the date of acquisition if I do not have the date if these long held stocks?

  • March 15, 2025
  • 1 reply
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These stocks were acquired through other brokers and transferred to our current broker.

    1 reply

    JohnB5677
    March 15, 2025

    No, The broker is of no consequence. It is the date that you purchased the investment regardless of the broker.

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