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


To: Susan Saline who wrote (2153)11/4/1998 5:11:00 PM
From: Ron McKinnon  Read Replies (3) | Respond to of 11568
 
status 11/4

closed
NITE 10/28 ron 2000 7.1250 14250 11/3 10.8750 21750 7500 -15 7485 53%
PRG 10/27 sue 10000 0.5000 5000 11/4 0.8750 8750 3750 -15 3735 75%
NSCP 10/28 sue 2000 23.4375 46875 11/3 24.8750 49750 2875 -15 2860 6%
TECD 11/2 ron 1000 36.6250 36625 11/4 39.3125 39313 2688 -15 2673 7%
TECD 11/3 ron 1000 37.0000 37000 11/4 39.3125 39313 2313 -15 2298 6%
TECD 11/2 ron 1000 37.0000 37000 11/3 38.8750 38875 1875 -15 1860 5%
ATHM 11/3 sue 500 42.8750 21438 11/4 44.0000 22000 563 -15 548 3%

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


CBS 8/14 larry 900 28.1250 25313 29.0000 26100 788 -15 773 3%
DOL 10/26 larry 1200 29.8750 35850 32.0625 38475 2625 -15 2610 7%
G 10/23 larry 500 44.8125 22406 47.7500 23875 1469 -15 1454 6%
GLM 11/2 larry 2000 13.1250 26250 13.0000 26000 -250 -15 -265 -1%
KTEL 11/3 ron 2000 -17.3750 -34750 -14.9375 -29875 4875 -15 4860 14%
MUEI 10/28 larry 2000 20.0625 40125 24.4375 48875 8750 -15 8735 22%
NSOL 11/2 ron 1000 -60.0000 -60000 -69.5000 -69500 -9500 -15 -9515 -16%
PIR 11/2 dan 3000 -9.8125 -29438 -9.8125 -29438 0 -15 -15 0%
PRT 11/2 sue 2000 9.6250 19250 9.5000 19000 -250 -15 -265 -1%
*** *** *** *** *** 45006 53513 8506 -135 8371 19%

Portfolio Summary

Beg Bal 500000
Plus Gains Realized 109140
Less Holdings at Cost 45006
Equals Cash Balance 564134
Plus Holdings At Present Price 53378
Equals Total Portfolio Balance 617511

Portfolio Change YTD 117511 23.50%