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Strategies & Market Trends : AIM Questions and Answers

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To: OldAIMGuy who wrote (93)1/20/2000 11:22:00 AM
From: RFH  Read Replies (2) of 221
 
Hi, Tom. One of my dear relatives has been taking a gradual position in a mutual fund, which invests in zero coupon bonds. Namely, BTTTX. She was hoping that I could plug the numbers into Newport for trading advice. Here are the positions:

bought - 1148.410 shares at $22.64 4/97
sold - 382.670 shares at $25.57 7/7/97
bought - 148.750 shares at $27.61 9/97
sold 16 shares $32.12 1/98
sold 450 shares $35.92 9/98
bought 364.969 shares $32.92 3/3/99

I was thinking of getting an average per share price and entering into Newport this week as one big buy. Then when I update the prices this weekend, it will give the correct trading advice. Will this work, or is there a better way?

Sincerely,
RFH
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