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


To: Ron McKinnon who wrote (2277)11/30/1998 6:50:00 PM
From: Ron McKinnon  Read Replies (4) | Respond to of 11568
 
status 11/30

1 month to go!!!

closed
ASHW 11/5 ron 5000 5.2500 26250 11/30 5.9375 29688 3438 -15 3423 13%
PBY 11/24 dan 3000 14.8750 44625 11/30 13.9375 41813 -2813 -15 -2828 -6%
RL 11/23 dan 2000 20.4375 40875 11/30 18.9375 37875 -3000 -15 -3015 -7%

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 29.8125 26831 1519 -15 1504 6%
CD 11/20 larry 2000 15.0000 30000 19.0000 38000 8000 -15 7985 27%
CNC 11/12 larry 1000 32.3125 32313 33.1250 33125 813 -15 798 2%
DOL 10/26 larry 1200 29.8750 35850 31.6250 37950 2100 -15 2085 6%
HTCH 11/6 ron 1000 -28.1250 -28125 -31.0000 -31000 -2875 -15 -2890 -10%
HTCH 11/19 ron 1000 -33.5000 -33500 -31.0000 -31000 2500 -15 2485 7%
KTEL 11/10 ron 2000 -20.2500 -40500 -14.5000 -29000 11500 -15 11485 28%
NSOL 11/13 ron 500 -78.0000 -39000 -65.6250 -32813 6188 -15 6173 16%
NWAC 11/23 sue 1000 23.4375 23438 25.0000 25000 1563 -15 1548 7%
SEEK 11/30 sue 2000 34.0625 68125 34.0000 68000 -125 -15 -140 0%
TECD 11/30 sue 1000 41.1250 41125 40.2500 40250 -875 -15 -890 -2%
TIE 11/23 dan 2000 10.0625 20125 9.9375 19875 -250 -15 -265 -1%
TOY 11/30 dan 2000 19.8750 39750 19.7500 39500 -250 -15 -265 -1%
UMG 11/12 larry 1000 37.6250 37625 40.5000 40500 2875 -15 2860 8%
*** *** *** *** *** 212538 245219 32681 -210 32471 15%

Portfolio Summary

Beg Bal 500000
Plus Gains Realized 209541
Less Holdings at Cost 212538
Equals Cash Balance 497004
Plus Holdings At Present Price 245009
Equals Total Portfolio Balance 742013

Portfolio Change YTD 242013 48.40%