Monday, February 9, 2015

Week 2/6 In Review (Nuveen, AT&T, Ford, more)

There were no new purchases or sales during the week. Dividends from Nuveen and AT&T were received during the week (post link here). The next scheduled purchase will be in the next 1-3 weeks. Bullet points for the week are below.

- Ford reports great January (Bloomberg story here). 

CompanyCurrent PricePurchase Dates (not including dividend reinvestment purchases)Cost Basis (includes dividend purchasesDividends Received Per Non Dividend Share Since PurchaseDividends Received from Reinvested DividendsCurrent Profit/LossDate Sold
Realty Income$50.831/14/2014, 7/29/2014$43.39$1.4365$0.0717.15%Current Holding
Ford$15.852/11/2014, 1/13/2015$15.17$0.3750$0.014.48%Current Holding
AT&T$34.873/28/2014, 9/12/2014$34.87$1.3800$0.120.00%Current Holding
Sysco$40.265/7/2014$36.66$0.8850$0.019.82%Current Holding
Powershares BAB$30.606/23/2014$29.06$0.9300$0.035.30%Current Holding
Nuveen Comm$16.6510/22/2014$14.77$0.5400$0.0512.73%Current Holding
GE$24.5212/3/2014$26.10$0.0000$0.00-6.05%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 or on twitter @kdkfund.

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