Showing posts with label Edward Jones Investments. Show all posts
Showing posts with label Edward Jones Investments. Show all posts

Tuesday, November 2, 2021

October 2021 (Recap) - DIVIDENDS RECEIVED

We had hit pause while we're trying to cash flow our home improvements last year part of the beginning of this year. I'm happy to say that our home improvement project is now complete and we resumed active trading back in May. Although we saw our forward dividends decrease this past month, generally speaking, it is great to see our monthly and forward dividends start to grow once again.

Although we no longer post full details of our buys and sells activities, we had 3 sells and 5 buys this past month.

Sells (decrease in Fwd Dividends: $299.16):
  • NOV (NOV INC)
  • KMI (KINDER MORGAN IN)
  • VER (VEREIT INC)
Buys (increase in Fwd Dividends: $127.64/yr):
  • VZ (VERIZON COMMUNICATIONS COMPANY)
  • OHI (OMEGA HEALTHCARE REIT INVESTORS INC)
  • PNW (PINNACLE WEST CAP CORP)
  • LMT (LOCKHEED MARTIN CORP)
  • OXY (OCCIDENTAL PETROLEUM) - trade warrant 
What is everyone else doing? Are you buying anything right now?   

Now for what you all came to see, below is a list of the dividends/partnership distributions that we received from our family's dividend stocks portfolio.

DIVIDENDS 
During the past month, 9 companies/ETFs/Partnerships. The total monies received from those 9 companies/ETFs/Partnerships was: $240.94 

Below is a breakdown of the dividends/partnership distributions received this past month:


WELLS FARGO INVESTMENT ACCOUNT:

10/12/21 - MO (
ALTRIA GROUP INC): $40.50
10/15/21 - VER (VEREIT INC): $23.10
10/15/21 - OXY (OCCIDENTAL PETE CORP): $2.10
10/15/21 - LADR (
LADDER CAPITAL CORP CL A): $20.00
10/15/21 - CAH (CARDINAL HEALTH INC): $31.90
10/15/21 - BRMK (BROADMARK REALTY CAPITAL INC): $3.50
10/29/21 - EIX (EDISON INTL): $9.94
10/29/21 - LTC (LTC PROPERTIES INC REIT): $7.60

EDWARD JONES INVESTMENT ACCOUNT:
10/28/21 - CMCSA (COMCAST CORP CL A): $102.30

OVERALL DIVIDENDS TOTAL THIS MONTH: $240.94

How did you all do? Hopefully, you all continue to see your dividends growth month after month, year after year! 


In case you are interested, our family's dividend stocks portfolio 
may be found by clicking on the link below:


Friday, October 1, 2021

September 2021 (Recap) - DIVIDENDS RECEIVED

 

Our family had decided to stop adding to our stock portfolio while were trying to cash flow our home improvements towards the end of last year and the beginning of this year. I'm happy to say that our home improvement project is now complete. We resumed active trading back in May and, as a result, seeing our monthly and forward dividends continue to grow once again.

Although we no longer post full details of our buys and sells activities, we had 1 sell and 5 buys this past month.

Sells (decrease in Fwd Dividends: $0):
  • LI (LI Auto Inc)
Buys (increase in Fwd Dividends: $163.20/yr):
  • PSX (PHILLIPS 66)
  • LTC (LTC PROPERTIES INC REIT)
  • IQ (IQIYI INC ADR)
  • OHI (OMEGA HEALTHCARE REIT INVESTORS INC)
  • PNW (PINNACLE WEST CAP CORP)
What is everyone else doing? Are you buying anything right now?   


Now for what you all came to see, below is a list of the dividends/partnership distributions that we received from our family's dividend stocks portfolio.

DIVIDENDS 
During the past month, 14 companies/ETFs/Partnerships. The total monies received from those 14 companies/ETFs/Partnerships was: $324.62 

Below is a breakdown of the dividends/partnership distributions received this past month:


WELLS FARGO INVESTMENT ACCOUNT:

09/01/21 - WFC (
WELLS FARGO & CO): $6.00
09/01/21 - ENB (ENBRIDGE INC): $66.31
09/08/21 - ARMK (ARAMARK): $4.40
09/10/21 - LUMN (
LUMEN TECHNOLOGIES INC): $31.25
09/10/21 - IBM (INTERNATIONAL BUSINESS MACHINE CORP): $19.68
09/10/21 - XOM (EXXON MOBIL CORP): $52.20
09/10/21 - AEP (AMERICAN ELECTRIC POWER INC): $11.10
09/15/21 - BRMK (BROADMARK REALTY CAPITAL INC): $3.50
09/20/21 - RDS.B (LTC PROPERTIES INC): $28.80
09/23/21 - EDIV (SPDR S&P EMERGING ETF MARKETS): $47.89
09/24/21 - SU (SUNCOR ENERGY INC): $12.40
09/24/21 - LCEAX (INVESCO DIVERSIFIED DIVIDEND FUND CL A): $15.74
09/29/21 - GILD (GILEAD SCIENCES INC): $17.75
09/30/21 - LTC (LTC PROPERTIES INC REIT): $7.60

EDWARD JONES INVESTMENT ACCOUNT:
N/A

OVERALL DIVIDENDS TOTAL THIS MONTH: $324.62

How did you all do? Hopefully, you all continue to see your dividends growth month after month, year after year! 


In case you are interested, our family's dividend stocks portfolio 
may be found by clicking on the link below:


Friday, September 3, 2021

August 2021 (Recap) - DIVIDENDS RECEIVED

 

Our family had decided to stop adding to our stock portfolio while were trying to cash flow our home improvements towards the end of last year and the beginning of this year. I'm happy to say that our home improvement project is now complete. We resumed active trading back in May and, as a result, seeing our monthly and forward dividends continue to grow once again.

Although we no longer post full details of our buys and sells activities, we had 3 sells and 1 buy this past month.

Sells:
  • LI (LI Auto Inc)
  • WFC (Wells Fargo & Co)
  • VEREIT INC
Buys:
  • IQ (IQIYI Inc)

What is everyone else doing? Are you buying anything right now?   


Now for what you all came to see, below is a list of the dividends/partnership distributions that we received from our family's dividend stocks portfolio.

DIVIDENDS 
During the past month, 11 companies/ETFs/Partnerships. The total monies received from those 11 companies/ETFs/Partnerships was: $420.51 

Below is a breakdown of the dividends/partnership distributions received this past month:


WELLS FARGO INVESTMENT ACCOUNT:

08/02/21 - BMY (
BRISTOL MYERS SQUIBB CO): $4.90
08/02/21 - (AT & T INC ): $78.00
08/03/21 - VZ (VERIZON COMMUNICATIONS COM): $12.55
08/06/21 - VOD (
VODAFONE GROUP PLC): $106.48
08/13/21 - BRMK (BROADMARK REALTY CAPITAL INC): $3.50
08/16/21 - KMI (KINDER MORGAN INC): $74.79
08/19/21 - ET (ENERGY TRANSFER LP): $53.38
08/19/21 - DHC (DIVERSIFIED HEALTHCARE TR): $1.75
08/20/21 - BKR (BAKER HUGHES A GE CO): $16.20
08/31/21 - LTC (LTC PROPERTIES INC): $4.75
08/31/21 - HP (HELMERICH & PAYNE INC): 15.00

EDWARD JONES INVESTMENT ACCOUNT:
02/02/21 - (AT & T INC ): $49.21

OVERALL DIVIDENDS TOTAL THIS MONTH: $420.51

How did you all do? Hopefully, you all continue to see your dividends growth month after month, year after year! 


In case you are interested, our family's dividend stocks portfolio 
may be found by clicking on the link below:


Sunday, August 1, 2021

July 2021 (Recap) - DIVIDENDS RECEIVED

 

Our family had decided to stop adding to our stock portfolio while were trying to cash flow our home improvements towards the end of last year and the beginning of this year. I'm happy to say that our home improvement project is now complete. We resumed active trading back in May. 

Although we no longer post full details of our buys and sells activities, we had 1 sell and 6 buys this past month.

Buys:
  • ARMK (Arimark)
  • NOV (Nov Inc)
  • IQ (IQIYI Inc)
  • RDS.B (Royal Dutch Shell)
  • EIX (Edison Internation)
  • LTC (LTC Properties Inc)
Sells:
  • LI (LI Auto Inc)
What is everyone else doing? Are you buying anything right now?   

Now for what you all came to see, below is a list of the dividends/partnership distributions that we received from our family's dividend stocks portfolio.

DIVIDENDS 
During the past month, 7 companies/ETFs/Partnerships. The total monies received from those 7 companies/ETFs/Partnerships was: $244.70 

Below is a breakdown of the dividends/partnership distributions received this past month:


WELLS FARGO INVESTMENT ACCOUNT:

07/09/21 - MO (
ALTRIA GROUP INC): $38.70
07/15/21 - VER (VEREIT INC): $46.20
07/15/21 - OXY (OCCIDENTAL PETE CORP): $2.10
07/15/21 - LADR (
LADDER CAPITAL CORP CL A): $20.00
07/15/21 - CAH (CARDINAL HEALTH INC): $31.90
07/15/21 - BRMK (BROADMARK REALTY CAPITAL INC): $3.50
 
EDWARD JONES INVESTMENT ACCOUNT:
07/28/21 - CMCSA (COMCAST CORP CL A): $102.30

OVERALL DIVIDENDS TOTAL THIS MONTH: $244.40

How did you all do? Hopefully, you all continue to see your dividends growth month after month, year after year! 


In case you are interested, our family's dividend stocks portfolio 
may be found by clicking on the link below:

Friday, July 2, 2021

June 2021 (Recap) - DIVIDENDS RECEIVED

       


Our family had decided to stop adding to our stock portfolio while were trying to cash flow our home improvements this past year. I'm happy to say that Phase II is now complete and just a few loose ends remain. Although we no longer post our buys and sells, we are actively trading once again. This past month, we had 1 sell activity and 0 buy activities. 

What is everyone else doing? Are you buying anything right now?   

Now for what you all came to see, below is a list of the dividends/partnership distributions that we received from our family's dividend stocks portfolio.

DIVIDENDS 
During the past month, 15 companies/ETFs/Partnerships. The total monies received from those 15 companies/ETFs/Partnerships was: $323.47. 

Below is a breakdown of the dividends/partnership distributions received this past month:


WELLS FARGO INVESTMENT ACCOUNT:

06/01/21 - WFC (
WELLS FARGO & CO): $3.00
06/01/21 - BMY (HELMERICH & PAYNE INC): $15.00
06/01/21 - ENB (ENBRIDGE INC): $69.40
06/04/21 - BKR (
BAKER HUGHES A GE CO): $16.20
06/09/21 - ARMK (ARAMARK): $2.75
06/10/21 - IBM (INTERNATIONAL BUSINESS MACHINE CORP): $19.68
06/10/21 - XOM (EXXON MOBIL CORP): $52.20
06/10/21 - AEP (AMERICAN ELECTRIC POWER INC): 11.10
06/11/21 - LUMN (LUMEN TECHNOLOGIES): $31.25
06/15/21 - BRMK (BROADMARK REALTY CAPITAL INC): $3.50
06/21/21 - RDS.B (ROYAL DUTCH SHELL PLC ADR B): $15.62
06/24/21 - EDIV (SPDR S&P EMERGING ETF): $37.48
06/25/21 - LCEAX (INVESCO DIVERSIFIED DIVIDEND FUND CL A): $15.74
06/28/21 - SU (SUNCOR ENERGY INC): $12.80
06/29/21 - GILD (GILEAD SCIENCES INC): $17.75
 
EDWARD JONES INVESTMENT ACCOUNT:
N/A

OVERALL DIVIDENDS TOTAL THIS MONTH: $323.47

How did you all do? Hopefully, you all continue to see your dividends growth month after month, year after year! 


In case you interested, our family's dividend stocks portfolio 
may be found by clicking on the link below:

Saturday, June 5, 2021

May 2021 (Recap) - DIVIDENDS RECEIVED

      

Our family had decided to stop adding to our stock portfolio while we try to cash flow our home improvements this past year. I'm happy to say that Phase II is very, very close to being completed, only a few loose ends to tie up and our home life can finally go back to a little normalcy. Although we no longer post our buys and sells, we are actively trading once again. This past month, we had 3 sell activities and 5 buy activities. Looking forward to seeing a little growth in our monthly dividends in the coming months!

What is everyone else doing? Are you buying anything right now?   

Now for what you all came to see, below is a list of the dividends/partnership distributions that we received from our family's dividend stocks portfolio.

DIVIDENDS 
During the past month, 6 companies/ETFs/Partnerships. The total monies received from those 6 companies/ETFs/Partnerships was: $274.58

Below is a breakdown of the dividends/partnership distributions received this past month:


WELLS FARGO INVESTMENT ACCOUNT:

05/03/21 - VZ (
VERIZON COMMUNICATIONS COM): $12.55
05/03/21 - BMY (BRISTOL MYERS SQUIBB CO): $4.90
05/03/21 - T (AT & T INC): $78.00
05/18/21 - KMI (
KINDER MORGAN INC): $74.79
05/19/21 - ET (ENERGY TRANSFER LP): $53.38
05/20/21 - DHC (DIVERSIFIED HEALTHCARE TR COM): $1.75
 
EDWARD JONES INVESTMENT ACCOUNT:
05/03/21 - T(AT & T INC): $49.21

OVERALL DIVIDENDS TOTAL THIS MONTH: $274.58

How did you all do? Hopefully, you all continue to see your dividends growth month after month, year after year! 


In case you interested, our family's dividend stocks portfolio 
may be found by clicking on the link below:

Saturday, May 1, 2021

April 2021 (Recap) - DIVIDENDS RECEIVED

     

Our family had decided to stop adding to our stock portfolio while we try to cash flow our home improvements this past year. I'm happy to say that Phase II is almost complete, only a few loose ends to tie up and our home life can finally go back to a little normalcy. We may still keep the pause button on until after tax season because we are expecting to pay again this year. Glad our income has been growing these last two years but tax obligations have grown as well. But the beauty of a dividend growth stocks portfolio is that, even though we aren't buying, we are still getting a few dividend raises here and there. And as a result, our annual dividends continue to grow ever so slightly. :)

What is everyone else doing? Are you buying anything right now?   

Now for what you all came to see, below is a list of the dividends/partnership distributions that we received from our family's dividend stocks portfolio.

DIVIDENDS 
During the past month, 8 companies/ETFs/Partnerships. The total monies received from those 8 companies/ETFs/Partnerships was: $263.59

Below is a breakdown of the dividends/partnership distributions received this past month:


WELLS FARGO INVESTMENT ACCOUNT:

04/15/21 - VER (
VEREIT INC): $46.20
04/15/21 - OXY (OCCIDENTAL PETE CORP): $2.10
04/15/21 - LADR (LADDER CAPITAL CORP CL A): $20.00
04/15/21 - CAH (
CARDINAL HEALTH INC): $31.58
04/16/21 - NTR (INUTRIEN LTD): $20.71
04/26/21 - GE (GENERAL ELECTRIC COMPANY): $2.00
04/30/21 - MO (ALTRIA GROUP INC): 38.70
 
EDWARD JONES INVESTMENT ACCOUNT:
04/28/21 - CMCSA (COMCAST  CORP): $102.30

OVERALL DIVIDENDS TOTAL THIS MONTH: $263.59

How did you all do? Hopefully, you all continue to see your dividends growth month after month, year after year! 


In case you interested, our family's dividend stocks portfolio 
may be found by clicking on the link below:

Thursday, April 1, 2021

March 2021 (Recap) - DIVIDENDS RECEIVED

    

Our family had decided to stop adding to our stock portfolio while we try to cash flow our home improvements this past year. I'm happy to say that Phase II is almost complete, only a few loose ends to tie up and our home life can finally go back to a little normalcy. We may still keep the pause button on until after tax season because we are expecting to pay again this year. Glad our income has been growing these last two years but tax obligations have grown as well. But the beauty of a dividend growth stocks portfolio is that, even though we aren't buying, we are still getting a few dividend raises here and there. And as a result, our annual dividends continue to grow ever so slightly. :)

What is everyone else doing? Are you buying anything right now?   

Now for what you all came to see, below is a list of the dividends/partnership distributions that we received from our family's dividend stocks portfolio.

DIVIDENDS 
During the past month, 13 companies/ETFs/Partnerships. The total monies received from those 13 companies/ETFs/Partnerships was: $262.13

Below is a breakdown of the dividends/partnership distributions received this past month:


WELLS FARGO INVESTMENT ACCOUNT:

03/01/21 - WFC (
WELLS FARGO & CO): $3.00
03/01/21 - HP (
HELMERICH & PAYNE INC): $15.00
03/01/21 - ENB (ENBRIDGE INC): $63.01
03/03/21 - ARMK (
ARAMARK): $2.75
03/10/21 - IBM (INTERNATIONAL BUSINESS MACHINE CORP): $9.78
03/10/21 - XOM (EXXON MOBIL CORP): $52.50
03/10/21 - CVX (CHEVRON CORPORATION): $19.35
03/19/21 - LUMN (LUMEN TECHNOLOGIES INC): $31.25
03/25/21 - SU (SUNCOR ENERGY INC): $12.48
03/25/21 - EDIV (SPDR S&P EMERGING ETF): $9.50
03/26/21 - LCEAX (INVESCO DIVERSIFIED DIVIDEND FUND): $15.77
03/29/21 - RDS.B (ROYAL DUTCH SHELL PLC ADR B): $9.99
03/30/21 - GILD (GILEAD SCIENCES INC): $17.75
 
EDWARD JONES INVESTMENT ACCOUNT:
N/A

OVERALL DIVIDENDS TOTAL THIS MONTH: $262.13


How did you all do? Hopefully, you all continue to see your dividends growth month after month, year after year! 


In case you interested, our family's dividend stocks portfolio 
may be found by clicking on the link below: