I've settled on calculating the return on investment by comparing the value of the purchased stock to the value of an index purchased over the same time period, ie, return of $100 of Stock A bought on Jan 1 2018, compared to the return of $100 of an Index Fund on Jan 1 2018. I think this simplifies trying to account for holdings that are less than a year.
The part I'm stuck on is calculating the return of the lots. I saw this example
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Date Amount Shares Price Sold Price Amount Gain/loss 7/1/05 10000.00 500.000 20.00 2/1/06 10000.00 400.000 25.00 2/1/08 23.00 9200.00 (800.00)
and tried to follow it, but I don't know how to properly account for the brokerage fee if I sold multiple lots at once. There is one brokerage fee for the sale, but I have two lots to account for. If I'm following the example above, I don't know how to calculate the cost basis. Is this even the correct approach to do this?