Monday, January 12, 2015

Week 1/9 In Review

There were no new purchases or sales during the week. There were no dividends received during the week. The next purchase will be made in the next week.

Some metrics of the current holdings are below.

CompanyCurrent PricePurchase Dates (not including dividend reinvestment purchases)Cost Basis (includes dividend purchasesDividends Received Per Share Since PurchaseDividends Received from Reinvested DividendsCurrent Profit/LossDate Sold
Realty Income$50.331/14/2014, 7/29/2014$43.39$1.4365
15.99%Current Holding
2.15%Current Holding
AT&T$33.403/28/2014, 9/12/2014$34.87$0.9275
-4.22%Current Holding
12.52%Current Holding
Powershares BAB$30.716/23/2014$29.06$0.6900
5.68%Current Holding
Nuveen Comm$16.5610/22/2014$14.77$0.4100
12.12%Current Holding
-7.93%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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