The period of time for which an asset has been owned. The length of an asset’s holding period can be important in determining the rate of tax on the gain from sale of the item.
The length of time an investment remains in a portfolio. Can also mean the length of time an investment must be held in order to qualify for Capital Gains Tax benefits.
The length of time an investor holds all or part of their interest in a portfolio company.
This term refers to the minimum and maximum length of time in minutes we anticipate being in any particular trade.
The length of time investments are owned. For shares of taxable non-money market accounts you may have sold or exchanged, your holding period, and thus any resulting capital gain or loss, is short-term if you held the shares for one year or less, or long-term, if the shares were held for more than one year. When selling mutual fund shares and using average cost basis information Transamerica IDEX may provide you, it is assumed the shares you held the longest time are sold first (first-in-first-out or FIFO).
The length of time an asset is owned. A holding period of one year or less is considered short term, while one of more than one year is considered long term. The length of the holding period affects the treatment of any gain or loss upon disposition of the asset.
The period of time an investor is treated as the owner of a security for purposes of calculating the results under, or availability of, treatment of the security under the Internal Revenue Code or SEC rules. G-H I-K Q-R T-U V-Z
Length of time an asset is held by its owner. It determines whether a gain or loss is considered short term or long term. See: Holder; Long Term; Short Term
The length of time investment property has been held. If you sold or traded investment property, you must determine your holding period for the property. Your holding period determines whether any capital gain or loss was a short-term or long-term capital gain or loss. To determine how long you held the investment property, begin counting on the date after the day you acquired the property. The day you disposed of the property is part of your holding period.
Length of time that an individual holds a security
The span of time in which a particular party holds title to a property. May be expressed as the total time (i.e. five years) or as a specific period (May, 1999 to July, 2004).
The period of time you are required to hold stock you purchase through Incentive Stock Options before selling the shares. If you dont meet the holding period, you have what is known as a disqualifying disposition. This causes you to lose the otherwise favorable tax treatment associated with incentive stock options.
Refers to the length of time a capital asset is owned. Assets held for one year (12 months) or less are short-term and those owned for more than a year are considered long-term properties.
For income tax purposes, this is the period of time you are considered to have held an asset, usually from the date of purchase to the date of sale. In the case of property received as a gift, your holding period includes the holding period of the donor as well. Your holding period is used to determine whether you receive short-term, or the more favorable long-term, tax treatment when you sell an asset.
The period of time a capital asset is owned, measured from the date of acquisition to the date of disposal. Income from the sale of assets held over 12 months can qualify for treatment as a long-term capital gain. The holding period for a Section 631 (a) transaction must include the first day of the owner's tax year. Also see “Capital gain,” “Date of disposal,” “Income,” and “Section 631(a) transaction.
The time period that an investor has owned a security. It commences on the day after the purchase (day after trade date) and ends on the day of the sale (trade date). It determines whether a gain or loss is considered short-term or long-term.
The period of time property has been owned for income tax purposes. The holding period determines if gain or loss from the sale or exchange of a capital asset is long or short term.
The time period used by the IRS to differentiate between a long or short term capital gain. The period during which the taxpayer owns the capital asset.
The length of time an asset has been owned used to determine whether a sale or exchange is a short-term or long-term capital gain or loss.
The amount of time an investor has held an investment. The period begins on the date of purchase and ends on the date of sale, and determines whether a gain or loss is considered short-term or long-term, for capital gains tax purposes.
The length of time an investment must be in an account before it can be exchanged.
A partnership's expected remaining holding period is a significant valuation factor. Interests in limited partnerships expected or perceived to have relatively short holding periods will, all things equal, trade at lower discounts to their net asset values than partnerships expected to have comparatively lengthy holding periods.
Length of time a security is held.
The length of time an investor expects to own a property from purchase to sale
The time in which a taxpayer acquires property and the date on which it is sold.
The period of time a security is suspended from trading.
The time span of ownership of a real estate investment with the return tied to the time period of the investment for tax purposes, determining whether a profit earned of loss incurred is treated as short or long-term capital gains or losses.
The range of time in minutes we expect to be in a particular trade. The first value indicates the minimum period of time we expect to be in the trade. The second, larger value indicates the maximum length of time we will hold the probable trade. This longer time period does not mean we will automatically exit a trade; we always attempt to let price action take us out of a trade.
The time (or expected time) that an asset will be held for.
