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Strategies & Market Trends : Z PORTFOLIO

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To: DanZ who wrote (1536)	4/2/1998 6:22:00 PM
From: Ron McKinnon	Read Replies (5) of 11568

status 4/2 closed VLSI 3/25 dan 1000 18.0000 18000 4/2 20.0000 20000 2000 -15 1985 11% WAVO 3/31 dan 2000 10.7500 21500 4/2 12.0000 24000 2500 -15 2485 12% Z PORTFOLIO Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L Comm Net G/L % Sold AAC 12/31 dan 2500 7.4375 18594 6.7500 16875 -1719 -15 -1734 -9% ADAC 3/30 dan 1500 22.8750 34313 23.7500 35625 1313 -15 1298 4% AGAM 3/20 darth 5000 5.0000 25000 4.8125 24063 -938 -15 -953 -4% BAY 3/6 larry 1000 30.3750 30375 26.0000 26000 -4375 -15 -4390 -14% BTJ 2/11 paul 4000 6.0000 24000 6.5000 26000 2000 -15 1985 8% CBS 2/6 larry 1000 30.6250 30625 35.6250 35625 5000 -15 4985 16% CKSG 3/23 sue 1000 20.0000 20000 19.6250 19625 -375 -15 -390 -2% DDIM 3/25 sue 2000 13.5000 27000 13.1875 26375 -625 -15 -640 -2% ESST 3/31 bill 1000 6.3750 6375 6.7500 6750 375 -15 360 6% HRSH 3/5 darth 2400 10.3125 24750 8.8125 21150 -3600 -15 -3615 -15% INTU 3/27 larry 500 47.7500 23875 49.5000 24750 875 -15 860 4% IOM 3/30 bill 1000 7.0000 7000 7.0000 7000 0 -15 -15 0% IRF 3/17 dan 2000 12.5000 25000 12.0625 24125 -875 -15 -890 -4% IRF 3/31 dan 2000 11.6250 23250 12.0625 24125 875 -15 860 4% LNET 12/31 dan 2500 11.0000 27500 11.5000 28750 1250 -15 1235 4% LUV 3/30 larry 1000 29.0000 29000 30.0000 30000 1000 -15 985 3% OXY 3/23 larry 1000 30.0000 30000 29.0000 29000 -1000 -15 -1015 -3% PAUH 1/6 dan 3000 10.0000 30000 11.0000 33000 3000 -15 2985 10% RAM 2/26 darth 3000 6.0000 18000 6.0625 18188 188 -15 173 1% VLSI 3/4 dan 2000 19.1250 38250 19.4375 38875 625 -15 610 2% WHC 3/31 paul 1000 25.0000 25000 25.1250 25125 125 -15 110 0% * * * * * 517906 521025 3119 -315 2804 1% Portfolio Summary** Beg Bal 500000 Plus Gains Realized 89151 Less Holdings at Cost 517906 Equals Cash Balance 71245 Plus Holdings At Present Price 520710 Equals Total Portfolio Balance 591955 Portfolio Change YTD 91955 18.39%

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