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


To: Richard Query who wrote (2614)4/2/1999 9:59:00 AM
From: Ron McKinnon  Read Replies (1) | Respond to of 11568
 
status 4/1

25% YTD, fantastic

closed
DCTI 3/26 sue 5000 5.2500 26250 4/1 5.5000 27500 1250 -15 1235 5%
MYSW 3/24 anna 1000 14.2500 14250 3/31 17.5000 17500 3250 -15 3235 23%
MYSW 3/31 anna 2000 15.8750 31750 3/31 17.5000 35000 3250 -15 3235 10%
TECD 3/25 sue 2000 16.0000 32000 3/26 17.5000 35000 3000 -15 2985 9%
TSRI 1/28 sue 2000 10.4375 20875 7.0000 14000 -6875 -15 -6890 -33%
ZD 2/6 anna 1000 19.3750 19375 3/31 25.8750 25875 6500 -15 6485 33%

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


ASHW 2/3 ron 5000 4.6875 23438 3.7500 18750 -4688 -15 -4703 -20%
ASHW 2/26 ron 5000 4.6875 23438 3.7500 18750 -4688 -15 -4703 -20%
CBS 3/29 larry 1000 40.5625 40563 40.1250 40125 -438 -15 -453 -1%
CD 1/25 larry 2000 19.3125 38625 15.5000 31000 -7625 -15 -7640 -20%
CUST 4/1 ron 1000 -17.6250 -17625 -18.3125 -18313 -688 -15 -703 -4%
DGN 2/10 dan 2000 16.6875 33375 11.1250 22250 -11125 -15 -11140 -33%
DGN 2/25 dan 1500 13.8750 20813 11.1250 16688 -4125 -15 -4140 -20%
ELY 1/29 rick 2500 10.4375 26094 12.1875 30469 4375 -15 4360 17%
GUMM 2/1 dan 3000 12.3750 37125 11.2500 33750 -3375 -15 -3390 -9%
GUMM 3/15 dan 2000 9.9688 19938 11.2500 22500 2563 -15 2548 13%
KTTY 2/16 ron 5000 8.6250 43125 7.7500 38750 -4375 -15 -4390 -10%
KTTY 3/3 ron 5000 8.0000 40000 7.7500 38750 -1250 -15 -1265 -3%
NXTL 1/5 larry 1000 26.5000 26500 38.6250 38625 12125 -15 12110 46%
TNSU 1/11 paul 10000 2.1250 21250 1.2500 12500 -8750 -15 -8765 -41%
TXI 1/11 rick 1200 28.3125 33975 24.3125 29175 -4800 -15 -4815 -14%
VLSI 2/26 dan 4000 15.1875 60750 19.7500 79000 18250 -15 18235 30%
YHOO 1/14 larry 200 180.0000 36000 179.7500 35950 -50 -15 -65 0%
ZD 3/31 anna 2000 20.7500 41500 24.0000 48000 6500 -15 6485 16%
*** *** *** *** *** 548881 536719 -12163 -270 -12433 -2%

Portfolio Summary

Beg Bal 500000
Plus Gains Realized 137929
Less Holdings at Cost 548881
Equals Cash Balance 89048
Plus Holdings At Present Price 536449
Equals Total Portfolio Balance 625496

Portfolio Change YTD 125496 25.10%



To: Richard Query who wrote (2614)4/5/1999 9:32:00 PM
From: Richard Query  Read Replies (1) | Respond to of 11568
 
Stoped out of ELY at 11 13/16

placed it way to tight :(