№ files_lp_4_process_3_135635
Step-by-step accounting record of a club member withdrawal funded with appreciated stock, detailing valuation, stock selection, transfer process, and tax implications.
Year: 2023
Organization: Da Demo Club
Document Type: Accounting Procedure / Member Withdrawal Record
Author: Chris Anderson
Region / City: Not specified
Target Audience: Club members
Relevant Dates: Withdrawal notice August 29, acceptance September 4, valuation October 7, transfer October 9
Stocks Involved: Apple (AAPL), Tim Hortons (THI)
Withdrawal Amount: $2585.23
Capital Gain: $427.63
Portfolio Impact: Projected return increased from 3.03% to 6.18%
Price: 8 / 10 USD
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