Weekly Purchases - 3/21/15

Written by MrStockFox. Posted in Weekly Update

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Photograph(above):

To add some variety to the website, I am providing images from some of the amazing trips I have experienced over the years.  The following photograph was taken in downtown Buenos Aires, Argentina on my travels towards Antartica in 2011.

Highlights:

This week I decided to take a little speculation in my loyal3 account.  I may later regret this decision but you live and learn.  I have sold off approx 1/3 of my loyal 3 account to invest in the new GoDaddy IPO.  I did this for several reasons:

  1. I am currently low on cash so I needed to sell something in order to take part in the IPO.  I decided to put $4000 into the IPO.
  2. I see little reason to continue investing at loyal3.com now that they stopped accepting credit cards.  Yes they have free trades, but I continue to have 800 free trades a year through my Wells Fargo accounts.  This is more than enough.  
  3. Ultimately I would like to move the approximately $6600 that I currently have invested over to Wells Fargo.  In this situation I am not worried about losing out on the capital gains tax because I am still working through a capital loss I received several years ago.

I have zero interest in holding GoDaddy for the longer term but I figure I can make a quick 15 percent or more on opening day.  My intention is to sell GoDaddy and then move the funds back to my Wells Fargo account where I plan to reinvest the funds in many of the stocks I just sold.

I Bought:

My purchases increased my annual income by $127.76 this week.

  • $900 of AT&T (T) - This will increase my annual dividends by $49.68
  • $100 of Chevron Corp (CVX) - This will increase my annual dividends by $4.28
  • $300 of Bank of Nova Scotia (BNS) - This will increase my annual dividends by $13.08
  • $1600 of National OilWell Varco (NOV) - This will increase my annual dividends by $60.72

I Sold:

If you wish to view all my completed trades, you can find them located here.

Symbol Open Date Close Date Days Held Quantity Purchase Price Sale Price Current Price Cost Basis Net Proceeds $ Gain / (Loss) % Gain / (Loss) Dividends Received Net Gain / (Loss) Net % Gain / (Loss)
IVPAF 1/26/2015 3/17/2015 51 2000 $0.58 $0.79 $0.76 $1,158.95 $1,571.02 $412.07 35.56%   $412.07 35.56%
DPS 10/22/2014 3/19/2015 147 0.1533 $65.23 $76.06 $77.03 $10.00 $11.66 $1.66 16.60% $0.06 $1.72 17.20%
DIS 9/18/2014 3/19/2015 181 0.7771 $89.65 $107.31 $108.43 $69.67 $83.39 $13.72 19.69% $0.26 $13.98 20.07%
TGT 1/10/2014 3/19/2015 429 15 $58.32 $80.54 $81.31 $874.73 $1,208.10 $333.37 38.11% $30.99 $364.36 41.65%
SBUX 1/29/2014 3/19/2015 410 1.2522 $72.69 $98.79 $97.46 $91.02 $123.70 $32.68 35.90% $1.10 $33.78 37.11%
HAS 5/23/2014 3/19/2015 296 2.3735 $52.64 $60.85 $61.08 $124.94 $144.43 $19.49 15.60% $3.06 $22.55 18.05%
HSY 3/25/2014 3/19/2015 354 1.374 $97.88 $100.36 $102.09 $134.49 $137.89 $3.40 2.53% $2.76 $6.16 4.58%
GOOGL 9/22/2014 3/20/2015 178 0.2302 $548.87 $566.29 $564.95 $126.35 $130.36 $4.01 3.17%   $4.01 3.17%
K 7/16/2014 3/20/2015 244 1.9844 $62.54 $63.73 $64.08 $124.11 $126.47 $2.36 1.90% $2.71 $5.07 4.09%

What did you buy and or sell this week?   

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