Friday, December 2, 2016

Loyal3 November transactions

I opened my Loyal3 account in October 2015 and I keep updates here

November transactions

I bought as a part of monthly purchase:
BUD  $205
STOR  $99
Total $304

Then I sold KSS $229 and bought more shares of BUD.

I received 0.722 stocks of YMCC due to YUM spin off

How was your month?

Thanks for reading


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.