Monday, December 8, 2014

Week 12/5 In Review

There was a purchase of GE shares. The link for that is here. There were no dividends received for the week. The next purchase will be in 6-8 weeks. Some metrics for the current holdings are below.

CompanyCurrent PricePurchase Dates (not including dividend reinvestment purchases)Cost Basis (includes dividend purchasesDividends Received Per Share Since PurchaseCurrent Profit/LossDate Sold
Realty Income$45.511/14/2014, 7/29/2014$41.68$1.26009.19%Current Holding
Ford$15.702/11/2014$14.89$0.37505.44%Current Holding
AT&T$33.943/28/2014, 9/12/2014$34.87$0.9275-2.67%Current Holding
Sysco$39.935/7/2014$36.66$0.58008.92%Current Holding
Powershares BAB$29.866/23/2014$29.06$0.58002.75%Current Holding
Nuveen Comm$14.5110/22/2014$14.63$0.2710-0.82%Current Holding
GE$26.0112/3/2014$26.10$0.0000-0.34%Current Holding


 If you have any stocks that you think KDK Fund would be interested in researching, let us know at or twitter @kdkfund.

**All posts on this blog are information and opinions only. They are not to be considered recommendations to buy or sell any security. Please do your due diligence first before trading and investing. Please direct all questions and comments to the blog or to**

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