| Name | Date Acquired | How Acquired | Date Sold | Purchaser Name | Gross Sales Price | Basis | Basis Method | Sales Expenses | Total (net) | Accumulated Depreciation |
|---|---|---|---|---|---|---|---|---|---|---|
| Apple Inc | 2011-08 | Purchase | 2020-02 | 59,310 | 10,366 | 0 | 59,310 | 0 | ||
| Apple Inc | 2011-08 | Purchase | 2020-05 | 63,211 | 10,366 | 0 | 63,211 | 0 | ||
| Apple Inc | 2011-08 | Purchase | 2020-09 | 47,157 | 5,183 | 0 | 47,157 | 0 | ||
| Apple Inc | 2011-08 | Purchase | 2020-09 | 227,814 | 25,995 | 0 | 227,814 | 0 |
| Name of Stock | End of Year Book Value | End of Year Fair Market Value |
|---|---|---|
| Apple (6000 shares); Gladstrone Commercial (2500 shares); Omega Healthcare (1500 shares); WP Carey | 2,852,092 | 2,852,092 |
| Description | Amount |
|---|---|
| Increase in value of stocks | 869,874 |