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


To: Ron McKinnon who wrote (2538)2/6/1999 10:47:00 AM
From: Ron McKinnon  Read Replies (1) | Respond to of 11568
 
status 2/5

closed
TECD 2/2 ron 1000 20.3125 20313 2/6 23.0000 23000 2688 -15 2673 13%
FGI 2/3 paul 2000 10.0625 20125 2/4 10.5000 21000 875 -15 860 4%
XYLN 1/5 anna 1500 20.5000 30750 2/6 20.2500 30375 -375 -15 -390 -1%
PEP 2/2 larry 1000 39.1250 39125 2/6 38.1250 38125 -1000 -15 -1015 -3%

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


ASHW 1/8 dan 5000 5.3750 26875 4.5625 22813 -4063 -15 -4078 -15%
ASHW 2/3 ron 10000 4.6875 46875 4.5625 45625 -1250 -30 -1280 -3%
BNBGA 2/6 ron 5000 -8.5000 -42500 -6.2500 -31250 11250 -15 11235 26% SHORT
CD 1/25 larry 2000 19.3125 38625 20.4375 40875 2250 -15 2235 6%
ELY 1/29 rick 2500 10.4375 26094 10.6250 26563 469 -15 454 2%
GUMM 2/1 dan 3000 12.3750 37125 10.6250 31875 -5250 -15 -5265 -14%
NXTL 1/5 larry 1000 26.5000 26500 30.2813 30281 3781 -15 3766 14%
PAP 2/3 sue 2000 7.3750 14750 7.5000 15000 250 -15 235 2%
SRV 1/29 larry 2000 17.0000 34000 16.4375 32875 -1125 -15 -1140 -3%
TNSU 1/11 paul 10000 2.1250 21250 1.9688 19688 -1563 -15 -1578 -7%
TSRI 1/28 sue 2000 10.4375 20875 9.3750 18750 -2125 -15 -2140 -10%
TXI 1/11 rick 1200 28.3125 33975 25.1250 30150 -3825 -15 -3840 -11%
VLSI 1/21 dan 3000 12.6250 37875 10.1250 30375 -7500 -15 -7515 -20%
WSTL 1/21 dan 4000 8.0000 32000 5.8750 23500 -8500 -15 -8515 -27%
ZD 2/6 anna 1000 19.3750 19375 18.3750 18375 -1000 -15 -1015 -5%
YHOO 1/14 larry 100 360.0000 36000 345.5000 34550 -1450 -15 -1465 -4%
*** *** *** *** *** 409694 390044 -19650 -255 -19905 -5%

Portfolio Summary

Beg Bal 500000
Plus Gains Realized 67663
Less Holdings at Cost 409694
Equals Cash Balance 157969
Plus Holdings At Present Price 389789
Equals Total Portfolio Balance 547758

Portfolio Change YTD 47758 9.55%