Thursday, August 2, 2018

Moving Day

Time for the July update, but first...  I'm moving to my new broker!  Nine days of frozen securities as they drop off the stock POD and move me to 30 free trades a month (and some cash)!  July was a great month for me capital gains-wise, and some pretty good increases (FAST had their second div increase this year!) as the Q2 results are all better than expected.

Meanwhile, my last opportunity to purchase before moving was a bust.  Mainly because I had nothing on sale.  The only two stocks of mine that are under water are General Mills (GIS) and AT&T (T), and I am overweight on those.  So I decided to hold my cash until after the move.  I was looking to round out my two energy buys with Occidental Petroleum (OXY) but that, also, is too expensive.  Hard times for DGIers everywhere :)

I've been reading Adam Smith's ponderous tome "The Wealth of Nations" on my audible app, and it has many interesting tidbits.  I only mention this, because once I finish it, I'll start researching my business startup so I can "ROBS" my 401k, which I mentioned last month.

Dividends Received: $59.31 (the low month)
 Date Type Description (show categories) Amount ($)
 07/20/18  Dividend    XCEL ENERGY INC COMMON STOCK CASH DIV ON 43 SHS REC 06/15/18...16.34
 07/16/18  Dividend    MAIN STREET CAPITAL CORPORATION CASH DIV ON 53 SHS REC 06/29...10.07
 07/13/18  Dividend    REALTY INCOME CORP CASH DIV ON 45 SHS REC 07/02/18 PAY 07/13...9.90
 07/03/18  Dividend    KIMBERLY CLARK CORP CASH DIV ON 23 SHS REC 06/08/18 PAY 07/0...23.00
 

July Purchases:
 Date Type Description (show categories)
 07/17/18  Bought    26 of T 
 07/03/18  Bought    40 of ORI 
 07/02/18  Bought    22 of T

GIS and CMP are currently a "Hold" for me, as they have frozen their dividends.  I did tax harvest GIS this month.

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