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


To: Susan Saline who wrote (2312)12/8/1998 6:29:00 PM
From: Ron McKinnon  Read Replies (1) | Respond to of 11568
 
status 12/8

closed
ASHW 12/8 sue 4000 5.0000 20000 12/8 5.1875 20750 750 -15 735 4%
FLC 12/7 ron 3000 9.1250 27375 12/8 9.6250 28875 1500 -15 1485 5%
GLM 12/7 ron 3000 9.1250 27375 12/8 10.1250 30375 3000 -15 2985 11%
HMAR 12/7 ron 4000 5.8750 23500 12/8 5.8750 23500 0 -15 -15 0%
PDE 12/7 ron 3000 7.5625 22688 12/8 8.0625 24188 1500 -15 1485 7%
VTS 12/7 ron 2000 14.3750 28750 12/8 14.6250 29250 500 -15 485 2%

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 30.9375 27844 2531 -15 2516 10%
CD 11/20 larry 2000 15.0000 30000 20.2500 40500 10500 -15 10485 35%
CIEN 12/4 dan 2000 17.5000 35000 18.5625 37125 2125 -15 2110 6%
CMPL 12/7 sue 2000 13.1250 26250 13.6250 27250 1000 -15 985 4%
CNC 11/12 larry 1000 32.3125 32313 34.7500 34750 2438 -15 2423 7%
CYCH 12/3 larry 2000 14.6875 29375 14.8125 29625 250 -15 235 1%
DOL 10/26 larry 1200 29.8750 35850 31.1250 37350 1500 -15 1485 4%
MUEI 12/3 larry 2000 18.1250 36250 20.3125 40625 4375 -15 4360 12%
RXSD 12/1 dan 2000 12.0625 24125 11.0625 22125 -2000 -15 -2015 -8%
TIE 11/23 dan 2000 10.0625 20125 8.5000 17000 -3125 -15 -3140 -16%
TIE 12/2 dan 2000 8.9375 17875 8.5000 17000 -875 -15 -890 -5%
TOY 11/30 dan 2000 19.8750 39750 19.1250 38250 -1500 -15 -1515 -4%
UMG 11/12 larry 1000 37.6250 37625 41.5000 41500 3875 -15 3860 10%
*** *** *** *** *** 389850 410944 21094 -195 20899 5%

Portfolio Summary

Beg Bal 500000
Plus Gains Realized 259351
Less Holdings at Cost 389850
Equals Cash Balance 369501
Plus Holdings At Present Price 410749
Equals Total Portfolio Balance 780250

Portfolio Change YTD 280250 56.05%