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


To: DanZ who wrote (1347)1/15/1998 7:33:00 AM
From: Ron McKinnon  Read Replies (1) | Respond to of 11568
 
status 1/14

Dan, your yahoo port looks fine
if you think that it will surfice I can stop mine, but we will lose all historical data
your call

I will e-mail you my spreadsheet

closed

MUEI 12/31 larry 3000 9.1250 27375 1/14 10.8750 32625 5250 -15 5235 19%
SCOP 12/31 dan 2000 12.0000 24000 1/5 13.5000 27000 3000 -15 2985 13%
IOM 1/2 sue 2000 12.2500 24500 1/5 13.0000 26000 1500 -15 1485 6%
COMS 1/9 david 1000 31.2500 31250 1/14 33.1250 33125 1875 -15 1860 6%
LSI 12/31 dan 800 19.6250 15700 1/12 20.7500 16600 900 -15 885 6%

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 6.4375 16094 -2500 -15 -2515 -13%
ADAC 12/31 dan 1500 19.7500 29625 19.2500 28875 -750 -15 -765 -3%
ADAC 1/2 dan 1000 18.9375 18938 19.2500 19250 313 -15 298 2%
BTO 1/6 larry 2000 12.6250 25250 12.9370 25874 624 -15 609 2%
DO 1/14 marion 600 41.4375 24863 41.5000 24900 38 -15 23 0%
ESOL 12/31 dan 2400 4.3125 10350 5.5313 13275 2925 -15 2910 28%
INTV 12/31 dan 5500 7.5000 41250 8.1250 44688 3438 -15 3423 8%
LNET 12/31 dan 2500 11.0000 27500 12.0000 30000 2500 -15 2485 9%
MPARY 12/31 ron 5000 5.8750 29375 5.6250 28125 -1250 -15 -1265 -4%
NTN 12/31 sue 10000 1.0000 10000 1.0625 10625 625 -15 610 6%
ORCL 1/7 dan 2000 21.2500 42500 19.5625 39125 -3375 -15 -3390 -8%
ORCL 1/9 dan 2000 19.1875 38375 19.5625 39125 750 -15 735 2%
PAUH 1/6 dan 3000 10.0000 30000 9.6250 28875 -1125 -15 -1140 -4%
PETM 12/31 dan 6500 7.2500 47125 6.6875 43469 -3656 -15 -3671 -8%
RII 12/31 larry 1000 23.3125 23313 21.6875 21688 -1625 -15 -1640 -7%
*** *** *** *** *** 417056 413987 -3070 -225 -3295 -1%

Portfolio Summary

Beg Bal 500000
Plus Gains Realized 12450
Less Holdings at Cost 417056
Equals Cash Balance 95394
Plus Holdings At Present Price 413762
Equals Total Portfolio Balance 509155

Portfolio Change YTD 9155 1.83%



To: DanZ who wrote (1347)1/15/1998 3:48:00 PM
From: Marion Gamble  Read Replies (1) | Respond to of 11568
 
ZTrade
Sold 600 DO @ 42 7/16
thanks for your record keeping, Dan.
Marion