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


To: Ron McKinnon who wrote (1451)2/27/1998 6:50:00 AM
From: Ron McKinnon  Read Replies (4) | Respond to of 11568
 
portfolio status
great results in the last few days

closed position
(TLK sale price corrected)
OII 2/25 paul 2000 15.6875 31375 2/26 16.6875 33375 2000 -15 1985 6%
TLK 2/13 sue 1000 8.0000 8000 2/23 8.6250 8625 625 -15 610 8%
TLK 1/20 sue 2000 8.3750 16750 2/23 8.6250 17250 500 -15 485 3%

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 7.5625 18906 313 -15 298 2%
ADAC 12/31 dan 1500 19.7500 29625 25.1875 37781 8156 -15 8141 27%
ALK 2/23 larry 500 54.0000 27000 56.1875 28094 1094 -15 1079 4%
APM 2/25 steve 2000 11.6250 23250 12.4375 24875 1625 -15 1610 7%
BDI 2/20 ron 3000 11.3750 34125 12.8125 38438 4313 -15 4298 13%
BTJ 2/11 paul 4000 6.0000 24000 6.1875 24750 750 -15 735 3%
CBS 2/6 larry 1000 30.6250 30625 30.8750 30875 250 -15 235 1%
CKSG 2/17 sue 1000 18.6250 18625 18.6875 18688 63 -15 48 0%
DIGI 1/15 dan 1500 21.5000 32250 20.0625 30094 -2156 -15 -2171 -7%
IOM 1/21 dan 2000 13.0000 26000 9.1875 18375 -7625 -15 -7640 -29%
IOM 2/20 dan 2000 8.6875 17375 9.1875 18375 1000 -15 985 6%
LNET 12/31 dan 2500 11.0000 27500 11.2500 28125 625 -15 610 2%
NOVL 2/25 larry 2000 9.3750 18750 10.1250 20250 1500 -15 1485 8%
PAUH 1/6 dan 3000 10.0000 30000 8.8750 26625 -3375 -15 -3390 -11%
PETM 12/31 dan 6500 7.2500 47125 7.3438 47734 609 -15 594 1%
RAM 2/26 darth 3000 6.0000 18000 5.9375 17813 -188 -15 -203 -1%
SCOP 1/30 dan 2000 11.2500 22500 11.5000 23000 500 -15 485 2%
*** *** *** *** *** 445344 452797 7453 -255 7198 2%

Portfolio Summary

Beg Bal 500000
Plus Gains Realized 46710
Less Holdings at Cost 445344
Equals Cash Balance 101366
Plus Holdings At Present Price 452542
Equals Total Portfolio Balance 553908

Portfolio Change YTD 53908 10.78%