Monday, August 11, 2014

Week In Review Ending 8/7 (Realty Income, Ford, AT&T, Sysco, Powershares BAB, more)

The fund had a quiet week. There were no purchases or sales. No dividends were received. There is a dividend expected from Realty Income next week. The next purchase is scheduled to be made in 4-5 weeks. Below is a spreadsheet with some of the current holdings metrics.



,
Security
Current PricePurchase Dates (Dividend purchases not included)Cost Basis (Dividend purchases not included)Dividends Received Per Share Since PurchaseCurrent Profit/LossDate Sold
Realty Income$43.801/14/2014$38.45$1.105016.79%Current Holding
Ford$17.092/11/2014$14.90$0.125015.54%Current Holding
AT&T$34.473/28/2014$35.10$0.92500.84%Current Holding
Sysco$36.275/7/2014$36.74$0.2900-0.49%Current Holding
Powershares BAB$29.546/23/2014$29.08$0.11501.98%Current Holding
Average6.93%

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

No comments:

Post a Comment