The fund did not buy or sell anything for the week.
Shares of Realty Income Corp (symbol O) closed the week at $44.42. That is a rise of $1.01 for the week. The fund will continue to hold shares into the future. Shares of Realty Income will be ex-dividend next week.
Shares of Ford (symbol F) closed the week at $15.39. That is a rise of $0.23 for the week. The fund will continue to hold shares into the future. A dividend of Ford shares is expected next month.
There is no planned activity for the fund next week. The next planned large purchase will be at the end of March at the earliest. Candidates for investment include Verizon, Starbucks, and Morgan Stanley.
KDK Fund is looking for companies that find the right balance of the following:
- providing a service or product for a profit that comes from product or service sales (not from tax deductions)
- provide living wages to all of their employees
- consistently improve their resource (environmental, etc.) impact policies
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