Tuesday, February 17, 2015

Week 2/13 In Review (Realty Income, AT&T, more)

There were no purchases or sales during the week. The next purchase will be in the next 1-2 weeks. The main candidate for the purchase is currently AT&T. There were no dividends received during the week. The next dividend will be received on Monday from Realty Income.

Some metrics of the current holdings are as follows:

CompanyCurrent PricePurchase Dates (not including dividend reinvestment purchases)Cost Basis (includes dividend purchases)Dividends Received from Reinvested DividendsCurrent Profit/LossDate Sold
Realty Income$52.011/14/2014, 7/29/2014$43.39$0.0719.87%Current Holding
Ford$16.302/11/2014, 1/13/2015$16.47$0.01-1.03%Current Holding
AT&T$34.663/28/2014, 9/12/2014$36.50$0.12-5.04%Current Holding
Sysco$39.545/7/2014$36.76$0.017.56%Current Holding
Powershares BAB$30.446/23/2014$28.78$0.035.77%Current Holding
Nuveen Comm$16.7810/22/2014$14.97$0.0512.09%Current Holding
GE$25.1312/3/2014$26.10$0.00-3.72%Current Holding

  **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 kdkfund@gmail.com or on twitter @kdkfund.

No comments:

Post a Comment