Friday, November 25, 2016

Stocks I bought and sold

In last two weeks I sold my shares of
WU - Western Union - to collect earnings and reinvest (IRA account)
DRI - Darden Restaurant -to collect earnings and reinvest (IRA account)
I could wait a little longer on DRI but it's story of my life... When I sell, stocks go up, when I buy they go down... :)

RIG - Transocean - Regular Brokerage taxable account - to claim losses to offset earnings. I plan to buy back in a month, just to keep this position.

Stocks I bought 11/23/2016

12 shares of DEO - Diageo at $100.48 in my IRA Account

100 shares of NEA at $13.33 - Nuveen Tax Free Municipal Fund - in my Regular Brokerage account 
I saw this fund on My dividend Pipeline  and was watching this fund.

At this moment I am trying to low my passive income for one more year in order to be qualified for FAFSA and so this purchase was part of this plan.

I did some transactions in my LOyal3 account as well but I will make a different post.

Thanks for reading and please share your thoughts.


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9 comments:

  1. Dividend DiplomatsNovember 25, 2016 at 8:57 AM

    HHWG -

    Interesting transactions! I never thought of investment decisions as part of a FAFSA plan, looks like you have a few layers of further analysis in regards to tax losses, capturing certain gains/loss transactions and also the NEA placing quite a bit of non-taxable income. Thanks for sharing and hope you enjoyed your Thanksgiving.

    -Lanny

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    1. Happy Healthy and Wealthy GirlDecember 3, 2016 at 6:47 AM

      Hello Lanny! thanks for stopping by and your kind words. Yes, on a second year of applying for FAFSA I figured it out... :) If my passive income would be less than I believe $3.5K - we qualified, if it more we didn't... so I tried to make this year FAFSA looks similar to last year... hopefully it will work again! :)

      Delete
    2. Happy Healthy and Wealthy GirlDecember 3, 2016 at 7:08 AM

      Lanny, every time I try to comment on your website, it tells me I am a spammer and block my comment... :(

      Delete
  2. TheDividendLife.comNovember 25, 2016 at 12:00 PM

    I've thought about adding some WU but it fell off my watchlist and I never felt compelled to buy. What convinced you to make the purchase?

    http://TheDividendLife.com

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    1. Happy Healthy and Wealthy GirlDecember 3, 2016 at 6:50 AM

      I actually sold WU. I will buy it again if it would go down. I bought shares when it was trading at the lowest and I planned to sell it later when it would go back up but I hold up for too long. But it's a good stock to wait on because it pays more than 3% in dividends.

      Delete
  3. Divi CentsNovember 25, 2016 at 12:51 PM

    I'm starting to sell off losses as well for tax season. I think it's 30 days for a wash in the US? I was looking at RIG, not bad balance sheets. I owned TDW but it just kept bleeding money.

    Nice buys

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    1. Happy Healthy and Wealthy GirlDecember 3, 2016 at 6:54 AM

      yes, I believe its 30 days... I want to buy RIG back in hope they will recover back one day, so I can collect back my losses... Thanks for stopping by and best wishes

      Delete
  4. DivHutNovember 25, 2016 at 1:39 PM

    Thanks for sharing your recent moves. I like the DEO pick up as that's a name I have been starting to consider as well. Seems like U.K. stocks like UL and others are looking a lot more attractive these days. Not sure why you would want to go back in to RIG though.

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    1. Happy Healthy and Wealthy GirlDecember 3, 2016 at 6:52 AM

      Thanks for stopping by Keith! I will just buy back RIG in hope it will recover one day. I don't like to have losses on stocks but if I buy it back and it recover one day, I will not feel so bad. And I used advantage of using losses for tax purposes.

      Delete

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