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Strategies & Market Trends : Z PORTFOLIO -- Ignore unavailable to you. Want to Upgrade?


To: Richard Query who wrote (3920)1/15/2000 8:16:00 AM
From: Ron McKinnon  Read Replies (1) | Respond to of 11568
 
status 1/14


Z PORTFOLIO
Stock DATE SPONS. # Cost Cost $ Date Close Close $ G/L %
Sold


ABIZ 11/12 larry 1500 36.000 54000 51.250 76875 22875 42%
AKLM 1/12 sue 5000 3.750 18750 3.406 17031 -1719 -9%
ANCR 1/12+14 paul m 1000 40.500 40500 39.750 39750 -750 -2%
ANDB 1/5 ron 1000 25.875 25875 27.250 27250 1375 5%
CD 12/1 larry 4000 17.000 68000 23.313 93250 25250 37%
CMGI 1/5 larry 600 126.000 75600 122.000 73200 -2400 -3%
FBF 1/5 ron 500 31.625 15813 33.000 16500 688 4%
FNV 1/5 ron 500 33.125 16563 36.000 18000 1438 9%
GUMM var dan 10000 13.678 136775 20.750 207500 70725 52%
HAS 11/17 paulm 500 23.188 11594 16.500 8250 -3344 -29%
INPR 1/5 john s 2000 14.000 28000 14.188 28375 375 1%
KSWS 1/12+13 dan 4000 15.625 62500 13.313 53250 -9250 -15%
MAT 11/26 dan 8000 13.719 109752 12.938 103500 -6252 -6%
MRK 12/22 larry 1000 67.625 67625 74.125 74125 6500 10%
NOVL 1/3 larry 2000 40.000 80000 33.688 67375 -12625 -16%
PHBK 1/5 ron 2000 14.000 28000 14.313 28625 625 2%
RBK 11/16 dan 5000 8.625 43125 8.188 40938 -2188 -5%
SHLL 1/14 rick 15000 2.250 33750 2.125 31875 -1875 -6%
SMRA 12/22 sue 2000 14.250 28500 12.313 24625 -3875 -14%
TEVA 1/10 charlie 300 73.875 22163 75.000 22500 338 2%
TIE 11/30 dan 5000 5.375 26875 5.063 25313 -1563 -6%
TTP 1/5 crow 1000 15.750 15750 17.750 17750 2000 13%
WHC 1/13 paul z 4000 9.750 39000 9.625 38500 -500 -1%
ZANY var paul m 2000 10.563 21125 7.875 15750 -5375 -25%
*** *** *** *** *** 1069633 1150106 80473 8%

Portfolio Summary

Beg Balance 1/1/00 1319059
Plus Gains Realized 19031
Less Holdings at Cost 1069633
Equals Cash Balance 268457
Plus Holdings At Close 1150106
Portfolio Balance 1418563

Portfolio Change YTD 7.54%

Beg Balance 1/1/99 500000
Change since 1/1/99 183.71%