... more than just covered calls!
Active $63k Portfolio Historical Data

This portfolio was opened on April 5, 2010 with a $63,668.16
deposit. The bulk of the new positions were established on April 16th
as we were waiting for covered call authorization. As of February 2011 this portfolio is now being traded at Interactive Brokers.
|
Thursday, May 10, 2012 |
Current Active Positions |
|
|
Date |
|
Account |
Status |
Position |
Investment |
Generated |
Generated |
Value* |
|
|
|
|
|
|
|
|
|
|
|
24-Apr-11 |
$34.03 |
Initial Stock Purchase |
Buy 100 ACI @ 34.0298 |
($3,403.98) |
|
|
$828.00 |
|
|
|
Current Price |
$8.28 |
Arch Coal Inc |
|
|
|
|
|
24-Apr-11 |
$34.03 |
Initial Call Option |
Sell Oct $34 call @ 3.45 |
Closed 8/09/11 |
$344.04 |
|
|
|
15-Jun-11 |
|
|
|
Dividend Received |
|
$11.00 |
|
|
|
9-Aug-11 |
$18.82 |
Buy Back & Wait |
Buy Oct $34 call @ .08 |
|
($9.02) |
|
|
|
25-Aug-11 |
$18.40 |
Interim Trade |
Sell Sep $20 call @ .49 |
Expired 9/17/11 |
$48.28 |
|
|
|
15-Sep-11 |
|
|
|
Dividend Received |
|
$11.00 |
|
|
|
21-Sep-11 |
$17.11 |
Interim Trade |
Sell Oct $19 call @ .34 |
|
$33.28 |
|
|
|
24-Oct-11 |
$17.64 |
Interim Trade |
Sell Nov $19 call @ .54 |
Expired 11/19/11 |
$52.98 |
|
|
|
25-Nov-11 |
$13.74 |
Interim Trade |
Sell Dec $15 call @ .41 |
Expired 12/17/11 |
$40.13 |
|
|
|
15-Dec-11 |
|
|
|
Dividend Received |
|
$11.00 |
|
|
|
21-Dec-11 |
$14.61 |
Dollar Cost Averaging |
Buy 100 ACI @ 14.6099 |
($1,461.99) |
|
|
$828.00 |
|
$CA |
|
$4,865.97 |
200 @ $24.61 |
Averaged 200-Share Position |
|
|
|
|
|
21-Dec-11 |
$14.61 |
Interim Trade |
Sell two Jan $16 calls @ .32 |
Expired 1/21/12 |
$62.55 |
|
|
|
24-Jan-12 |
$13.71 |
Interim Trade |
Sell two Feb $15 calls @ .26 |
Expired 2/18/12 |
$50.55 |
|
|
|
23-Feb-12 |
$13.72 |
Interim Trade |
Sell two Apr $15 calls @ .43 |
Expired 4/21/12 |
$85.15 |
|
|
|
15-Mar-12 |
|
|
|
Dividend Received |
|
$22.00 |
|
|
|
26-Apr-12 |
$9.76 |
Interim Trade |
Sell two May 11 calls @ .17 |
|
$33.15 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
382 |
15.63% |
Cash in Hand |
16.36% |
|
|
|
$796.09 |
|
|
26-Jan-12 |
$23.18 |
Initial Stock Purchase |
Buy 100 ARUN @ 23.24 |
($2,325.00) |
|
|
$1,672.00 |
|
|
|
Current Price |
$16.72 |
Aruba Networks Inc |
|
|
|
|
|
26-Jan-12 |
$23.18 |
Initial Call Option |
Sell Jul $ 23 call @ 3.40 |
|
$339.17 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash in Hand |
14.59% |
|
|
|
$339.17 |
|
|
24-Feb-11 |
$14.54 |
Initial Stock Purchase |
Buy 100 ATML @ 14.60 |
($1,461.00) |
|
|
$763.00 |
|
|
|
Current Price |
$7.63 |
Atmel Corp |
|
|
|
|
|
24-Feb-11 |
$14.54 |
Initial Call Option |
Sell Aug $14 call @ 2.20 |
Expired 8/20/11 |
$219.24 |
|
|
|
22-Aug-11 |
$9.25 |
Interim Trade |
Sell Sep 11 call @ .15 |
Expired 9/17/11 |
$14.10 |
|
|
|
21-Sep-11 |
$10.18 |
Interim Trade |
Sell Oct $11 call @ .25 |
Expired 10/22/11 |
$24.56 |
|
|
|
24-Oct-11 |
$11.18 |
Interim Trade |
Sell Nov $12 call @ .35 |
Expired 11/19/11 |
$34.56 |
|
|
|
25-Nov-11 |
$8.34 |
Interim Trade |
Sell Dec $9 call @ .20 |
Expired 12/17/11 |
$19.56 |
|
|
|
21-Dec-11 |
$7.83 |
Dollar Cost Averaging |
Buy 100 ATML @ 7.83 |
($784.00) |
|
|
$763.00 |
|
$CA |
|
$2,245.00 |
200 @ $11.23 |
Averaged 200-Share Position |
|
|
|
|
|
21-Dec-11 |
$7.83 |
Interim Trade |
Sell to Feb $9 calls @ .28 |
Rolled 2/16/12 |
$54.55 |
|
|
|
16-Feb-12 |
$10.34 |
Dollar Cost Averaging |
Buy two Feb $9 calls @ 1.31 |
|
($263.45) |
|
|
|
16-Feb-12 |
$10.34 |
Interim Trade |
Sell two Aug $10 calls @ 1.55 |
|
$308.95 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
441 |
15.19% |
Cash in Hand |
18.36% |
|
|
|
$412.07 |
|
|
16-Apr-10 |
$18.61 |
Initial Stock Purchase |
Buy 100 BAC @ 18.607 |
($1,867.70) |
|
|
$770.00 |
|
|
|
Current Price |
$7.70 |
Bank of America Corp |
|
|
|
|
|
16-Apr-10 |
$18.61 |
Initial Call Option |
Sell Nov $18 call @ 2.31 |
Expired 11/20/10 |
$222.74 |
|
|
|
25-Jun-10 |
|
|
|
Dividend Received |
|
$1.00 |
|
|
|
24-Sep-10 |
|
|
|
Dividend Received |
|
$1.00 |
|
|
|
24-Nov-10 |
$11.27 |
Interim Trade |
Sell Jan $12.50 call @ .24 |
Rolled 1/10/11 |
$15.74 |
|
|
|
27-Dec-10 |
|
|
|
Dividend Received |
|
$1.00 |
|
|
|
10-Jan-11 |
$14.37 |
Combo BB&RO&Up |
Buy Jan $12.50 call @ 1.90 |
|
($198.25) |
|
|
|
10-Jan-11 |
$14.37 |
Dollar Cost Averaging |
Buy 100 BAC @ 14.367 |
($1,443.70) |
|
|
$770.00 |
|
$CA |
|
$3,311.40
|
200 @ $16.56 |
Averaged 200 Share Position |
|
|
|
|
|
10-Jan-11 |
$14.37 |
Interim Trade |
Sell two Aug $15 calls @ 1.38 |
Expired 8/20/11 |
$266.49 |
|
|
|
25-Mar-11 |
|
|
|
Dividend Received |
|
$2.00 |
|
|
|
24-Jun-11 |
|
|
|
Dividend Received |
|
$2.00 |
|
|
|
22-Aug-11 |
$6.99 |
Dollar Cost Averaging |
Buy 100 BAC @ 6.99 |
($700.00) |
|
|
$770.00 |
|
$CA |
|
$4,011.40
|
300 @ $13.37 |
Averaged 300 Share Position |
|
|
|
|
|
22-Aug-11 |
$6.99 |
Interim Trade |
Sell three Sep $8 calls @ .21 |
Expired 9/17/11 |
$61.73 |
|
|
|
21-Sep-11 |
$6.96 |
Interim Trade |
Sell three Oct $8 calls @ .12 |
Expired 10/22/11 |
$33.83 |
|
|
|
23-Sep-11 |
|
|
|
Dividend Received |
|
$2.00 |
|
|
|
24-Oct-11 |
$6.63 |
Interim Trade |
Sell three Nov $7.50 calls @ .13 |
Expired 11/19/11 |
$37.73 |
|
|
|
25-Nov-11 |
$5.18 |
Interim Trade |
Sell three Jan $6 calls @ .27 |
Exercised 1/20/12 |
$79.43 |
|
|
|
23-Dec-12 |
|
|
|
Dividend Received |
|
$3.00 |
|
|
|
20-Jan-12 |
|
Stock Assigned |
Sell 200 BAC @ 6 |
|
$1,199.97 |
|
|
|
26-Jan-12 |
$7.47 |
Reentry |
Buy 200 BAC @ 7.47 |
|
($1,495.00) |
|
|
|
26-Jan-12 |
$7.47 |
Interim Trade |
Sell three Mar $9 calls @ .07 |
Rolled 3/16/12 |
$19.88 |
|
|
|
16-Mar-12 |
$9.57 |
Buy Back & Roll Out & Up |
Buy three Mar $9 calls @ .58 |
|
($176.17) |
|
|
|
16-Mar-12 |
$9.57 |
Interim Trade |
Sell three Nov $11 calls @ .63 |
|
$187.27 |
|
|
|
23-Mar-12 |
|
|
|
Dividend Received |
|
$3.00 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
755 |
3.95% |
Cash in Hand |
8.17% |
|
|
|
$270.39 |
|
|
9-Mar-11 |
$13.40 |
Initial Stock Purchase |
Buy 100 BMTI @ 13.40 |
($1,341.00) |
|
|
$251.00 |
|
|
|
Current Price |
$2.51 |
BioMimetic Therapeutics Inc |
|
|
|
|
|
9-Mar-11 |
$13.40 |
Initial Call Option |
Sell Sep $13 call @ 3 |
Expired 9/17/11 |
$298.99 |
|
|
|
21-Sep-11 |
$3.65 |
Interim Trade |
Sell Oct $5 call @ .50 |
|
$48.95 |
|
|
|
24-Oct-11 |
$3.45 |
Dollar Cost Averaging |
Buy 100 BMTI @ 3.45 |
($346.00) |
|
|
$251.00 |
|
$CA |
|
$1,687.00
|
200 @ $8.44 |
Combined 200-Share Position |
|
|
|
|
|
24-Oct-11 |
$3.45 |
Interim Trade |
Sell two Nov $5 calls @ .15 |
Expired 11/19/11 |
$28.55 |
|
|
|
25-Nov-11 |
$2.91 |
Interim Trade |
Sell two Jan $4 calls @ .30 |
Expired 1/24/12 |
$59.71 |
|
|
|
24-Jan-12 |
$2.01 |
Interim Trade |
Sell two Jun $3 calls @ .15 |
|
$29.71 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash in Hand |
27.62% |
|
|
|
$465.91 |
|
|
22-Sep-11 |
$26.14 |
Initial Stock Purchase |
Buy 100 CROX @ 26.1397 |
($2,614.97) |
|
|
$1,686.00 |
|
|
|
Current Price |
$16.86 |
Crocs Inc |
|
|
|
|
|
22-Sep-11 |
$26.14 |
Initial Short-TERM Call |
Sell Oct $25 call @ 2.70 |
Expired 10/22/11 |
$269.19 |
|
|
|
24-Oct-11 |
$16.55 |
Interim Trade |
Sell Nov $19 call @ .39 |
Expired 11/19/11 |
$37.98 |
|
|
|
25-Nov-11 |
$14.65 |
Interim Trade |
Sell Dec $16 call @ .36 |
Expired 12/17/11 |
$34.98 |
|
|
|
21-Dec-11 |
$15.12 |
Interim Trade |
Sell Jan $16 call @ .56 |
Exercised 1/20/12 |
$54.98 |
|
|
|
20-Jan-12 |
|
Stock Assigned |
Sell 100 CROX @ 16 |
|
$1,599.97 |
|
|
|
26-Jan-12 |
$19.45 |
Reentry |
Buy 100 CROX @ 19.45 |
|
($1,946.00) |
|
|
|
26-Jan-12 |
$19.45 |
Interim Trade |
Sell Feb $21 call @ .37 |
Rolled 2/16/12 |
$35.97 |
|
|
|
16-Feb-12 |
$21.25 |
Buy Back & Roll Out & Up |
Buy Feb $21 call @ .43 |
|
($44.02) |
|
|
|
16-Feb-12 |
$21.25 |
Interim Trade |
Sell Jun $24 cal @ 1.50 |
|
$149.37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash in Hand |
7.36% |
|
|
|
$192.42 |
|
|
2-Mar-12 |
$20.44 |
Initial Stock Purchase |
Buy 100 FNSR @ 20.50 |
($2,051.00) |
|
|
$1,408.00 |
|
|
|
Current Price |
$14.08 |
Finisar Corp |
|
|
|
|
|
2-Mar-12 |
$20.44 |
Initial Call Option |
Sell Apr $20 call @ 1.75 |
|
$174.37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash in Hand |
8.50% |
|
|
|
$174.37 |
|
|
1-Feb-11 |
$45.47 |
Initial Stock Purchase |
Buy 100 HAL @ 45.47 |
($4,548.00) |
|
|
$3,228.00 |
|
|
|
Current Price |
$32.28 |
Halliburton Co |
|
|
|
|
|
1-Feb-11 |
$45.47 |
Initial Call Option |
Sell '12 Jan $45 call @ 6.05 |
Expired 1/21/12 |
$603.74 |
|
|
|
23-Mar-11 |
|
|
|
Dividend Received |
|
$9.00 |
|
|
|
22-Jun-11 |
|
|
|
Dividend Received |
|
$9.00 |
|
|
|
22-Jun-11 |
|
|
|
Dividend Received |
|
$9.00 |
|
|
|
23-Dec-12 |
|
|
|
Dividend Received |
|
$9.00 |
|
|
|
24-Jan-12 |
$35.40 |
Interim Trade |
Sell Mar $40 call @ .45 |
Expired 3/17/12 |
$44.27 |
|
|
|
23-Mar-12 |
$33.65 |
Interim Trade |
Sell Apr $36 call @ .39 |
Expired 4/21/12 |
$37.97 |
|
|
|
28-Mar-12 |
|
|
|
Dividend Received |
|
$9.00 |
|
|
|
26-Apr-12 |
$33.51 |
Interim Trade |
Sell May $35 call @ .31 |
|
$29.97 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
464 |
13.16% |
Cash in Hand |
16.73% |
|
|
|
$760.95 |
|
|
16-Apr-10 |
$32.40 |
Initial Stock Purchase |
Buy 100 HGSI @ 32.398 |
($3,246.80) |
|
|
$1,448.50 |
|
|
|
Current Price |
$14.48 |
Human Genome Sciences Inc |
|
|
|
|
|
16-Apr-10 |
$32.40 |
Initial Call Option |
Sell Oct $30 call @ 6.20 |
Expired 10/16/10 |
$611.73 |
|
|
|
21-Oct-10 |
$26.13 |
Interim Trade |
Sell Nov $27 call @ 3.15 |
Expired 11/20/10 |
$306.74 |
|
|
|
24-Nov-10 |
$24.82 |
Continued Trade |
Sell Jul $30 call @ 2.65 |
Expired 7/16/11 |
$256.74 |
|
|
|
18-Jul-11 |
$22.60 |
Interim Trade |
Sell Sep $25 call @ .71 |
Closed 8/9/11 |
$69.98 |
|
|
|
9-Aug-11 |
$14.75 |
Buy Back & Wait |
Buy Sep $25 call @ .05 |
|
($5.77) |
|
|
|
25-Aug-11 |
$12.73 |
Interim Trade |
Sell Sep $14 call @ .49 |
Expired 9/17/11 |
$47.98 |
|
|
|
21-Sep-11 |
$13.97 |
Interim Trade |
Sell Oct $16 call @ .63 |
Expired 10/22/11 |
$62.28 |
|
|
|
24-Oct-11 |
$13.47 |
Interim Trade |
Sell Nov $16 call @ .52 |
Expired 11/19/11 |
$51.36 |
|
|
|
25-Nov-11 |
$7.00 |
Interim Trade |
Sell Dec $9 call @ .15 |
Expired 12/17/11 |
$13.98 |
|
|
|
21-Dec-11 |
$6.67 |
Dollar Cost Averaging |
Buy 100 HGSI @ 6.67 |
($668.00) |
Sold 4/20/12 |
|
|
|
$CA |
|
$3,914.80 |
200 @ $19.57 |
Averaged 200-Share Position |
|
|
|
|
|
21-Dec-11 |
$6.67 |
Interim Trade |
Sell two Jan $8 calls @ .18 |
Exercised 1/20/12 |
$35.15 |
|
|
|
20-Jan-12 |
|
Stock Assigned |
Sell 200 HGSI @ 8 |
|
$1,599.96 |
|
|
|
26-Jan-12 |
$9.99 |
Reentry |
Buy 200 HGSI @ 9.99 |
|
($1,999.00) |
|
|
|
26-Jan-12 |
$9.99 |
Interim Trade |
Sell two Feb $11 calls @ .60 |
Expired 2/18/12 |
$119.39 |
|
|
|
23-Feb-12 |
$8.35 |
Interim Trade |
Sell two Mar $9 calls @ .40 |
Expired 3/17/12 |
$78.55 |
|
|
|
23-Mar-12 |
$7.82 |
Interim Trade |
Sell two Apr $9 calls @ .17 |
Exercised 4/21/12 |
$33.15 |
|
|
|
20-Apr-12 |
|
Sock Assigned |
Sell 100 HGSI @ 9 $899.98 |
|
$231.98 |
|
|
|
20-Apr-12 |
|
Sock Assigned |
Sell 100 HGSI @ 9 |
|
$899.98 |
|
|
|
26-Apr-12 |
$14.48 |
Reentry 100 Shares |
Buy 100 HGSI @ 14.4799 |
|
($1,448.99) |
|
|
|
26-Apr-12 |
$14.48 |
Interim Trade |
Sell Jul $15 calls @ 1.01 |
|
$99.97 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
755 |
13.15% |
Cash in Hand |
27.21% |
Original Shares |
|
|
$1,065.16 |
|
|
21-Apr-11 |
$17.15 |
Initial Stock Purchase |
Buy 100 HTZ @ 17.15 |
($1,716.00) |
|
|
$1,478.00 |
|
|
|
Current Price |
$14.78 |
Hertz Global Holdings Inc |
|
|
|
|
|
21-Apr-11 |
$17.15 |
Initial Call Option |
Sell Dec $17 call @ 2.10 |
Closed 8/9/11 |
$208.99 |
|
|
|
9-Aug-11 |
$10.38 |
Buy Back & Wait |
Buy Dec $17 call @ .30 |
|
($31.02) |
|
|
|
25-Aug-11 |
$9.84 |
Interim Trade |
Sell Sep $11 call @ .25 |
Rolled 9/16/11 |
$24.02 |
|
|
|
16-Sep-11 |
$11.30 |
Buy Back & Roll Out & Up |
Buy Sep $11 call @ .39 |
|
($39.72) |
|
|
|
16-Sep-11 |
$11.30 |
Interim Trade |
Sell Oct $12 call @ .70 |
Expired 10/22/11 |
$68.98 |
|
|
|
24-Oct-11 |
$11.40 |
Interim Trade |
Sell Nov $13 call @ .25 |
Expired 11/19/11 |
$24.02 |
|
|
|
25-Nov-11 |
$9.99 |
Interim Trade |
Sell Dec $11 call @ .26 |
Rolled 12/08/11 |
$24.53 |
|
|
|
8-Dec-11 |
$11.55 |
Combo BB&RO&Up |
Buy Dec $11 call @ .80 |
|
($81.02) |
|
|
|
8-Dec-11 |
$11.55 |
Dollar Cost Averaging |
Buy 100 HTZ @ 11.55 |
($1,156.00) |
|
|
$1,478.00 |
|
$CA |
|
$2,872.00 |
200 @ $14.36 |
Averaged 200-Share Position |
|
|
|
|
|
8-Dec-11 |
$11.55 |
Interim Trade |
Sell two Mar $13 calls @ .80 |
|
$158.55 |
|
|
|
16-Mar-12 |
|
Stock Assigned |
Sell 200 HTZ @ 13 |
|
$2,599.00 |
|
|
|
29-Mar-12 |
$14.69 |
Reentry |
Buy 200 HTZ @ 14.69 |
|
($2,939.00) |
|
|
|
29-Mar-12 |
$14.69 |
Interim Trade |
Sell two Jan $15 LEAPS @ 2 |
|
$398.54 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
385 |
13.73% |
Cash in Hand |
14.48% |
|
|
|
$415.87 |
|
|
16-Apr-10 |
$10.78 |
Initial Stock Purchase |
Buy 100 ISIS @ 10.7799 |
($1,084.99) |
|
|
$895.00 |
|
|
|
Current Price |
$8.95 |
Isis Pharmaceuticals Inc |
|
|
|
|
|
16-Apr-10 |
$10.78 |
Initial Call Option |
Sell '11 Jan $10 LEAP @ 2.40 |
Expired 1/22/11 |
$231.74 |
|
|
|
1-Feb-11 |
$9.16 |
Continued Trade |
Sell Jul $10 call @ .65 |
Expired 7/16/11 |
$63.99 |
|
|
|
18-Jul-11 |
$8.82 |
Continued Trade |
Sell Jan $10 call @ .75 |
Expired 1/21/12 |
$73.98 |
|
|
|
24-Jan-12 |
|
Interim Trade |
Sell Apr $9 call @ .25 |
Expired 4/21/12 |
$23.98 |
|
|
|
26-Apr-12 |
$7.83 |
Interim Trade |
Sell May $8 call @ .25 |
|
$24.76 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
755 |
18.65% |
Cash in Hand |
38.57% |
|
|
|
$418.45 |
|
|
16-Apr-10 |
$46.31 |
Initial Stock Purchase |
Buy 100 ITMN @ 46.312 |
($4,638.20) |
|
|
$1,177.00 |
|
|
|
Current Price |
$11.77 |
InterMune Inc |
|
|
|
|
|
16-Apr-10 |
$46.31 |
Initial Call Option |
Sell May $40 call @ 11.10 |
Expired 5/22/10 |
$1,101.73 |
|
|
|
26-May-10 |
$9.12 |
Interim Trade |
Sell Jul $11 call @ .43 |
Expired 7/17/10 |
$34.74 |
|
|
|
19-Jul-10 |
$9.52 |
Interim Trade |
Sell Aug $11 call @ .63 |
Expired 8/21/10 |
$54.74 |
|
|
|
23-Aug-10 |
$10.23 |
Interim Trade |
Sell Sep $11 call @ .43 |
Rolled 9/8/10 |
$34.74 |
|
|
|
8-Sep-10 |
$11.38 |
Buy Back & Roll Out & Up |
Buy Sep $11 call @ .67 |
|
($75.25) |
|
|
|
8-Sep-10 |
$11.38 |
Interim Trade |
Sell Jan $22.50 call @ 1.36 |
|
$127.74 |
|
|
|
17-Dec-10 |
$29.95 |
Buy Back & Roll Out & Up |
Buy Jan $22.50 call @ 7.90 |
|
($798.25) |
|
|
|
17-Dec-10 |
$29.95 |
Interim Trade |
Sell '12 Jan $25 call @ 10.40 |
Expired 1/21/12 |
$1,031.73 |
|
|
|
24-Jan-12 |
$14.02 |
Interim Trade |
Sell Feb $16 call @ .45 |
Expired 2/18/12 |
$44.39 |
|
|
|
23-Feb-12 |
$14.08 |
Interim Trade |
Sell Mar $15 call @ .83 |
Rolled 3/16/12 |
$81.97 |
|
|
|
16-Mar-12 |
$15.16 |
Combo BB & Roll Out & Up |
Buy Mar $15 call @ .35 |
|
($35.60) |
|
|
|
16-Mar-12 |
$15.16 |
Dollar Cost Averaging |
Buy 100 ITMN @ 15.16 |
($1,517.00) |
|
|
$1,177.00 |
|
$CA |
|
$6,155.20 |
200 @ $30.78 |
Combined 200-Share Position |
|
|
|
|
|
16-Mar-12 |
$15.16 |
Interim Trade |
Sell two Apr $17 calls @ .70 |
|
$139.39 |
|
|
|
26-Apr-12 |
$12.49 |
Interim Trade |
Sell two May $14 calls @ .30 |
|
$57.94 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
755 |
14.14% |
Cash in Hand |
29.24% |
|
|
|
$1,800.01 |
|
|
1-Jun-11 |
$11.94 |
Initial Stock Purchase |
Buy 100 KBH @ 11.94 |
($1,195.00) |
|
|
$809.00
|
|
|
|
Current Price |
$8.09 |
KB Home |
|
|
|
|
|
1-Jun-11 |
$11.94 |
Initial Call Option |
Sell '12 Jan $11 call @ 2.11 |
Expired 1/21/12 |
$209.98 |
|
|
|
18-Aug-11 |
|
|
|
Dividend Received |
|
$6.25 |
|
|
|
17-Nov-11 |
|
|
|
Dividend Received |
|
$6.25 |
|
|
|
24-Jan-12 |
$9.04 |
Interim Trade |
Sell Feb $10 call @ .19 |
Rolled 2/16/12 |
$17.98 |
|
|
|
16-Feb-12 |
|
|
|
Dividend Received |
|
$6.25 |
|
|
|
16-Feb-12 |
$12.44 |
Buy Back & Roll Out & Up |
Buy Feb $10 call @ 2.44 |
|
($244.60) |
|
|
|
16-Feb-12 |
$12.44 |
Appreciated Trade |
Sell '13 Jan $12.50 LEAP @ 2.35 |
|
$234.39 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash in Hand |
19.79% |
|
|
|
$236.50 |
|
|
24-Feb-11 |
$34.04 |
Initial Stock Purchase |
Buy 100 LLTC @ 34.10 |
($3,411.00) |
|
|
$3,076.00 |
|
|
|
Current Price |
$30.76 |
Linear Technology Corp |
|
|
|
|
|
24-Feb-11 |
$34.04 |
Initial Call Option |
Sell Aug $ 34 call @ 2.42 |
Expired 8/20/11 |
$241.24 |
|
|
|
1-Jun-11 |
|
|
|
Dividend Received Yield = 2.81% |
|
$24.00 |
|
|
|
22-Aug-11 |
$26.78 |
Interim Trade |
Sell Sep 28 call @ .50 |
|
$49.20 |
|
|
|
31-Aug-11 |
|
|
|
Dividend Received Yield = 2.81% |
|
$24.00 |
|
|
|
13-Sep-11 |
$29.20 |
Buy Back & Roll Out & Up |
Buy Sep $28 call @ 1.30 |
|
($130.80) |
|
|
|
13-Sep-11 |
$29.20 |
Interim Trade |
Sell Jan $31 call @ 1.46 |
Exercised 1/20/12 |
$145.72 |
|
|
|
30-Nov-11 |
|
|
|
Dividend Received Yield = 2.81% |
|
$24.00 |
|
|
|
20-Jan-12 |
|
Stock Assigned |
Sell 100 LLTC @ 31 |
|
$3,099.96 |
|
|
|
26-Jan-12 |
$33.92 |
Rentry |
Buy 100 LLTC @ 33.92 |
|
($3,393.00) |
|
|
|
26-Jan-12 |
$33.92 |
Interim Trade |
Sell Aug $34 call @ 2.30 |
|
$228.97 |
|
|
|
29-Feb-12 |
|
|
|
Dividend Received Yield = 2.93% |
|
$25.00 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
441 |
8.21% |
Cash in Hand |
9.92% |
Pays Dividend |
|
|
$338.29 |
|
|
7-Jun-11 |
$58.61 |
Initial Stock Purchase |
Buy 100 MCP @ 58.67 |
($5,868.00) |
|
|
$2,543.00 |
|
|
|
Current Price |
$25.43 |
Molycorp Inc |
|
|
|
|
|
7-Jun-11 |
$58.61 |
Initial Call Option |
Sell Dec $52.50 all @ 13.20 |
Expired 12/17/11 |
$1,318.98 |
|
|
|
21-Dec-11 |
$28.14 |
Interim Trade |
Sell Jan $30 call @ 1.08 |
Expired 1/21/12 |
$106.98 |
|
|
|
24-Jan-12 |
$28.61 |
Interim Trade |
Sell Feb $32 call @ .27 |
Expired 2/18/12 |
$25.97 |
|
|
|
23-Feb-12 |
$29.26 |
Interim Trade |
Sell Mar $31 call @ .80 |
Expired 3/17/12 |
$79.39 |
|
|
|
23-Mar-12 |
$29.85 |
Interim Trade |
Sell Apr $32 call @ .62 |
Expired 4/20/12 |
$61.12 |
|
|
|
26-Apr-12 |
$28.00 |
Interim Trade |
Sell May $30 call @ .18 |
|
$16.98 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash in Hand |
27.43% |
|
|
|
$1,609.42 |
|
|
1-Feb-11 |
$23.35 |
Initial Stock Purchase |
Buy 100 MTH @ 23.35 |
($2,336.00) |
|
|
$2,781.00 |
|
|
|
Current Price |
$27.81 |
Meritage Homes Corp |
|
|
|
|
|
1-Feb-11 |
$23.35 |
Initial Call Option |
Sell Sep $22.50 call @ 3.70 |
Closed 8/09/11 |
$368.99 |
|
|
|
9-Aug-11 |
$17.54 |
Buy Back & Wait |
Buy Sep $22.50 call @ .30 |
|
($31.02) |
|
|
|
29-Aug-11 |
$17.41 |
Interim Trade |
Sell Oct $20 call @ .60 |
Expired 10/22/11 |
$58.98 |
|
|
|
24-Oct-11 |
$18.64 |
Interim Trade |
Sell Nov $20 call @ .60 |
Expired 11/19/11 |
$58.98 |
|
|
|
25-Nov-11 |
$18.90 |
Interim Trade |
Sell Dec 20 call @ .65 |
Rolled 12/08/11 |
$63.98 |
|
|
|
8-Dec-11 |
$22.50 |
Buy Back & Roll Out & Up |
Buy Dec $20 call @ 2.70 |
|
($271.02) |
|
|
|
8-Dec-11 |
$22.50 |
Interim Trade |
Sell Jun $22.50 call @ 3.50 |
|
$348.97 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
464 |
20.13% |
Cash in Hand |
25.59% |
|
|
|
$597.86 |
|
|
14-Jun-11 |
$23.35 |
Initial Stock Purchase |
Buy 100 NLY @ 18.41 |
($1,842.00) |
|
|
$1,669.00 |
|
|
|
Current Price |
$16.69 |
Annaly Capital Management Inc |
|
|
|
|
|
14-Jun-11 |
$23.35 |
Initial Call Option |
Sell Jan $19 call @ .20 |
Expired 1/21/12 |
$18.98 |
|
|
|
28-Jul-11 |
|
|
|
Dividend Received |
|
$65.00 |
|
|
|
27-Oct-11 |
|
|
|
Dividend Received |
|
$60.00 |
|
|
|
26-Jan-12 |
|
|
|
Dividend Received |
|
$57.00 |
|
|
|
26-Apr-12 |
|
|
|
Dividend Received |
|
$55.00 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash in Hand |
13.90% |
Dividend Position |
|
|
$255.98 |
|
|
16-Apr-10 |
$19.36 |
Initial Stock Purchase |
Buy 100 NTRI @ 19.538 |
($1,942.80) |
|
|
$1,070.00 |
|
|
|
Current Price |
$10.70 |
NutriSystem Inc |
|
|
|
|
|
16-Apr-10 |
$19.36 |
Initial Call Option |
Sell Sep $19 call @ 2.45 |
Expired 9/18/10 |
$236.74 |
|
|
|
24-May-10 |
|
|
|
Dividend Received Yield = 3.60% |
|
$17.50 |
|
|
|
16-Aug-10 |
|
|
|
Dividend Received Yield = 3.60% |
|
$17.50 |
|
|
|
20-Sep-10 |
$17.92 |
Continued Trade |
Sell Jan $19 call @ 1.35 |
Expired 1/22/11 |
$126.74 |
|
|
|
22-Nov-10 |
|
|
|
Dividend Received Yield = 3.60% |
|
$17.50 |
|
|
|
24-Jan-11 |
$19.02 |
Continued Trade |
Sell Jun $19 call @ 1.80 |
Expired 6/18/11 |
$171.74 |
|
|
|
17-Mar-11 |
|
|
|
Dividend Received Yield = 3.60% |
|
$17.50 |
|
|
|
20-Jun-11 |
$12.70 |
Interim Trade |
Sell Aug $14 call @ .31 |
Expired 8/20/11 |
$29.98 |
|
|
|
25-Aug-11 |
$12.15 |
Interim Trade |
Sell Sep $13 calls @ .25 |
Expired 9/17/11 |
$23.98 |
|
|
|
18-Aug-11 |
|
|
|
Dividend Received Yield = 3.60% |
|
$17.50 |
|
|
|
21-Sep-11 |
$11.35 |
Interim Trade |
Sell Oct $12 call @ .21 |
|
$20.28 |
|
|
|
21-Oct-11 |
$13.07 |
Buy Back & Roll Out & Up |
Buy Oct $12 call @ 1.10 |
|
($110.72) |
|
|
|
21-Oct-11 |
$13.07 |
Interim Trade |
Sell Mar $13 call @ 1.65 |
Expired 3/17/12 |
$164.17 |
|
|
|
25-Nov-11 |
|
|
|
Dividend Received Yield = 3.60% |
|
$17.50 |
|
|
|
23-Mar-12 |
$10.70 |
Interim Trade |
Sell May $12 call @ .22 |
|
$21.73 |
|
|
|
26-Mar-12 |
|
|
|
Dividend Received Yield = 3.60% |
|
$17.50 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
755 |
20.08% |
Cash in Hand |
41.55% |
|
|
|
$807.14 |
|
|
17-Dec-10 |
$21.65 |
Initial Stock Purchase |
Buy 100 NTRI @ 21.65 |
($2,172.00) |
|
|
$1,070.00 |
|
|
|
Current Price |
$10.70 |
NutriSystem Inc |
|
|
|
|
|
17-Dec-10 |
$21.65 |
Initial Call Option |
Sell Jun $21 call @ 2.65 |
Expired 6/18/11 |
$256.74 |
|
|
|
17-Mar-11 |
|
|
|
Dividend Received Yield = 3.22% |
|
$17.50 |
|
|
|
19-May-11 |
|
|
|
Dividend Received Yield = 3.22% |
|
$17.50 |
|
|
|
20-Jun-11 |
|
Interim Trade |
Sell Aug $14 call @ .31 |
Expired 8/20/11 |
$29.98 |
|
|
|
9-Aug-11 |
$11.85 |
Dollar Cost Averaging |
Buy 100 NTRI @ 11.85 |
($1,186.00) |
|
|
$1,070.00 |
|
$CA |
|
$3,358.00 |
200 @ $16.79 |
Averaged 200-Share Position |
|
|
|
|
|
25-Aug-11 |
$12.15 |
Interim Trade |
Sell two Sep $13 calls @ .25 |
Expired 9/17/11 |
$48.55 |
|
|
|
18-Aug-11 |
|
|
|
Dividend Received Yield = 3.60% |
|
$17.50 |
|
|
|
21-Sep-11 |
|
Interim Trade |
Sell two Oct $12 calls @ .21 |
Rolled 9/30/11 |
$40.55 |
|
|
|
30-Sep-11 |
$12.50 |
Combo BB & Roll Out & Up |
Buy two Oct $12 calls @ .95 |
|
($190.28) |
|
|
|
30-Sep-11 |
$12.50 |
Dollar Cost Averaging |
Buy 100 NTRI @ 12.4997 |
($1,250.97) |
|
|
$1,070.00 |
|
$CA |
|
$4,608.97
|
300 @ $15.36 |
Averaged 300-Share Position |
|
|
|
|
|
30-Sep-11 |
$12.50 |
Interim Trade |
Sell three Nov $13 calls @ .80 |
Expired 11/19/11 |
$238.19 |
|
|
|
25-Nov-11 |
$10.88 |
Interim Trade |
Sell three Dec $12 calls @ .17 |
Rolled 12/16/11 |
$49.73 |
|
|
|
25-Nov-11 |
|
|
|
Dividend Received Yield = 4.56% |
|
$52.50 |
|
|
|
16-Dec-11 |
$12.88 |
Buy Back & Roll Out & Up |
Buy three Dec $12 calls @ .89 |
|
($269.17) |
|
|
|
16-Dec-11 |
$12.88 |
Interim Trade |
Sell three Jun $14 calls @ 1.25 |
|
$374.57 |
|
|
|
26-Mar-12 |
|
|
|
Dividend Received Yield = 4.56% |
|
$52.50 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
510 |
11.43% |
Cash in Hand |
15.98% |
|
|
|
$736.36 |
|
|
16-Apr-10 |
$43.22 |
Initial Stock Purchase |
Buy 100 NUVA @ 43.2199 |
($4,328.99) |
|
|
$2,040.00 |
|
|
|
Current Price |
$20.40 |
NuVasive Inc |
|
|
|
|
|
16-Apr-10 |
$43.22 |
Initial Call Option |
Sell '11 Jan $40 LEAP @ 7.66 |
Expired 1/22/11 |
$757.73 |
|
|
|
24-Jan-11 |
$28.30 |
Interim Trade |
Sell Feb $30 call @ .65 |
Exercised 2/18/11 |
$56.74 |
|
|
|
19-Feb-11 |
|
Allowed Assignment |
Sell 100 NUVA @ 30 |
|
$2,999.00 |
|
|
|
24-Feb-11 |
$28.03 |
Re-enter |
Buy 100 NUVA @ 28.03 |
|
($2,804.00) |
|
|
|
24-Feb-11 |
$28.03 |
Interim Trade |
Sell Mar $30 call @ .33 |
Expired 3/19/11 |
$31.99 |
|
|
|
21-Mar-11 |
$25.58 |
Interim Trade |
Sell Jun $30 call @ .80 |
Rolled 6/1/11 |
$78.99 |
|
|
|
1-Jun-11 |
$33.39 |
Buy Back & Roll Out & Up |
Buy Jun $30 call @ 3.60 |
|
($360.77) |
|
|
|
1-Jun-11 |
$33.39 |
Interim Trade |
Sell '12 Jan $35 call @ 3.10 |
Closed 8/09/11 |
$308.98 |
|
|
|
9-Aug-11 |
$23.31 |
Buy Back & Wait |
Buy Jan $35 call @ .60 |
|
($61.02) |
|
|
|
25-Aug-11 |
$31.34 |
Interim Trade |
Sell Oct $25 call @ .50 |
Expired 10/22/11 |
$49.20 |
|
|
|
24-Oct-11 |
$17.64 |
Dollar Cost Averaging |
Buy 100 NUVA @ 17.6397 |
($1,764.97) |
|
|
$2,040.00 |
|
$CA |
|
$6,093.96 |
200 @ $30.47 |
Combined 200-Share Position |
|
|
|
|
|
24-Oct-11 |
$17.64 |
Interim Trade |
Sell two Nov $20 calls @ .45 |
Expired 11/19/11 |
$88.55 |
|
|
|
30-Nov-11 |
$13.67 |
Interim Trade |
Sell two Dec $15 calls @ .25 |
Expired 12/17/11 |
$48.56 |
|
|
|
21-Dec-11 |
$11.88 |
Interim Trade |
Sell two Mar $15 calls @ .35 |
Rolled 3/12/12 |
$69.15 |
|
|
|
12-Mar-12 |
$15.47 |
Buy Back & Roll Out & Up |
Buy two Mar $15 calls @ .75 |
|
($151.45) |
|
|
|
12-Mar-12 |
$15.47 |
Interim Trade |
Sell two Jun $17.50 calls @ 1 |
|
$199.35 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
755 |
10.40% |
Cash in Hand |
21.51% |
|
|
|
$1,311.00 |
|
|
25-Mar-11 |
$19.25 |
Initial Stock Purchase |
Buy 100 NVDA @ 19.25 |
($1,926.00) |
|
|
$1,242.00 |
|
|
|
Current Price |
$12.42 |
Nvidia Corp |
|
|
|
|
|
25-Mar-11 |
$19.25 |
Initial Call Option |
Sell Sep $19 call @ 2.80 |
Closed 8/09/11 |
$279.31 |
|
|
|
9-Aug-11 |
$12.16 |
Buy Back & Wait |
Buy Sep $19 call @ .11 |
|
($12.02) |
|
|
|
25-Aug-11 |
$13.34 |
Interim Trade |
Sell Sep $14 call @ .11 |
Rolled 9/13/11 |
$10.27 |
|
|
|
13-Sep-11 |
$14.46 |
Buy Back & Roll Out & Up |
Buy Sep $14 call @ .71 |
|
($71.64) |
|
|
|
13-Sep-11 |
$14.46 |
Interim Trade |
Sell Oct $15 call @ .95 |
Expired 10/22/11 |
$94.28 |
|
|
|
24-Oct-11 |
$14.86 |
Interim Trade |
Sell Nov $17 call @ .29 |
Expired 11/19/11 |
$28.28 |
|
|
|
25-Nov-11 |
$14.10 |
Interim Trade |
Sell Dec $14 call @ .48 |
Rolled 12/08/11 |
$46.98 |
|
|
|
8-Dec-11 |
$14.92 |
Buy Back & Roll Out & Up |
Buy Dec $14 call @ .95 |
|
($96.02) |
|
|
|
8-Dec-11 |
$14.92 |
Interim Trade |
Sell Mar $16 call @ 1.21 |
Expired 3/17/12 |
$119.96 |
|
|
|
23-Mar-12 |
$14.50 |
Interim Trade |
Sell Apr $15 call @ .26 |
Expired 4/21/12 |
$25.13 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
412 |
19.53% |
Cash in Hand |
22.04% |
|
|
|
$424.53 |
|
|
26-Jan-12 |
$6.35 |
Initial Stock Purchase |
Buy 100 PDLI @ 6.41 |
($642.00) |
|
|
$645.00 |
|
|
|
Current Price |
$6.45 |
PDL Biopharma Inc |
|
|
|
|
|
14-Mar-12 |
|
|
Dividend Received |
|
$15.00 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash in Hand |
2.34% |
Dividend Position |
|
|
$15.00 |
|
|
2-Mar-12 |
$21.35 |
Initial Stock Purchase |
Buy 100 PFE @ 21.41 |
($2,142.00) |
|
|
$2,283.00 |
|
|
|
Current Price |
$22.83 |
Pfizer Inc |
|
|
|
|
|
2-Mar-12 |
$21.35 |
Initial Call Option |
Sell Sep $21 call @ 1.39 |
|
$137.85 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash in Hand |
6.44% |
|
|
|
$137.85 |
|
|
2-Mar-12 |
$8.47 |
Initial Stock Purchase |
Buy 100 RBCN @ 8.53 |
($854.00) |
|
|
$998.00 |
|
|
|
Current Price |
$9.98 |
Rubicon Technology Inc |
|
|
|
|
|
2-Mar-12 |
$8.47 |
Initial Call Option |
Sell Sep $9 call @ 1.35 |
|
$134.55 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash in Hand |
15.76% |
|
|
|
$134.55 |
|
|
16-Apr-10 |
$23.01 |
Initial Stock Purchase |
Buy 100 RMBS @ 23.0099 |
($2,307.99) |
|
|
$464.00 |
|
|
|
Current Price |
$4.64 |
Rambus Inc |
|
|
|
|
|
16-Apr-10 |
$23.01 |
Initial Call Option |
Sell Nov $22 call @ 4.05 |
Expired 11/20/10 |
$396.74 |
|
|
|
24-Nov-10 |
$20.08 |
Continued Trade |
Sell May $22 call @ 1.95 |
Expired 5/21/11 |
$186.74 |
|
|
|
23-May-11 |
$14.03 |
Interim Trade |
Sell Jun $15 call @ .47 |
Expired 6/18/11 |
$46.03 |
|
|
|
20-Jun-11 |
$14.21 |
Interim Trade |
Sell Jul $16 call @ .35 |
Expired 7/16/11 |
$34.48 |
|
|
|
18-Jul-11 |
$14.15 |
Interim Trade |
Sell Aug $15 call @ .38 |
Expired 8/20/11 |
$37.03 |
|
|
|
22-Aug-11 |
$10.89 |
Interim Trade |
Sell Sep $14 call @ .28 |
Rolled 9/13/11 |
$27.52 |
|
|
|
13-Sep-11 |
$11.70 |
Buy Back & Roll Out & Up |
Buy Sep $14 call @ .07 |
|
($7.77) |
|
|
|
13-Sep-11 |
$11.70 |
Interim Trade |
Sell Oct $15 call @ .83 |
Rolled 10/14/11 |
$82.03 |
|
|
|
14-Oct-11 |
$16.86 |
Buy Back & Roll Out & Up |
Buy Oct $15 call @ 3.03 |
|
($303.82) |
|
|
|
21-Oct-11 |
$16.70 |
Interim Trade |
Sell Feb $17 call @ 3.55 |
|
$354.35 |
|
|
|
25-Nov-11 |
$7.53 |
Buy Back & Lower |
Buy Feb $17 call @ .05 |
|
($5.64) |
|
|
|
25-Nov-11 |
$7.53 |
Interim Trade |
Sell Dec $9 call @ .14 |
Expired 12/17/11 |
$13.28 |
|
|
|
23-Dec-11 |
$8.53 |
Interim Trade |
Sell Jan $9 call @ .27 |
Expired 1/21/12 |
$26.43 |
|
|
|
24-Jan-12 |
$8.95 |
Interim Trade |
Sell Feb $10 call @ .13 |
Expired 2/18/12 |
$12.28 |
|
|
|
23-Feb-12 |
$7.60 |
Interim Trade |
Sell Apr $9 call @ .17 |
Expired 4/21/12 |
$16.70 |
|
|
|
26-Apr-12 |
$4.95 |
Interim Trade |
Sell Aug $6 call @ .21 |
|
$20.43 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
755 |
19.62% |
Cash in Hand |
40.59% |
|
|
|
$936.78 |
|
|
1-Feb-11 |
$20.66 |
Initial Stock Purchase |
Buy 100 RMBS @ 20.72 |
($2,073.00) |
|
|
$464.00 |
|
|
|
Current Price |
$4.64 |
Rambus Inc |
|
|
|
|
|
1-Feb-11 |
$20.66 |
Initial Short-TERM Call
Option |
Sell Mar $20 call @ 1.68 |
Expired 3/19/11 |
$167.92 |
|
|
|
21-Mar-11 |
$19.40 |
Continued ST Trade |
Sell Apr $20 call @ 1.06 |
Expired 4/16/11 |
$105.24 |
|
|
|
18-Apr-11 |
$20.07 |
Appreciated ST Trade |
Sell May $21 call @ 1.20 |
Expired 5/21/11 |
$119.35 |
|
|
|
23-May-11 |
$14.03 |
Interim Trade |
Sell Jun $15 call @ .47 |
Expired 6/18/11 |
$46.03 |
|
|
|
20-Jun-11 |
$14.21 |
Interim Trade |
Sell Jul $16 call @ .35 |
Expired 7/16/11 |
$34.48 |
|
|
|
18-Jul-11 |
|
Interim Trade |
Sell Aug $15 call @ .38 |
Expired 8/20/11 |
$37.02 |
|
|
|
22-Aug-11 |
$10.89 |
Interim Trade |
Sell Sep $14 call @ .28 |
Rolled 9/13/11 |
$27.53 |
|
|
|
13-Sep-11 |
$11.70 |
Buy Back & Roll Out & Up |
Buy Sep $14 call @ .07 |
|
($7.77) |
|
|
|
13-Sep-11 |
$11.70 |
Interim Trade |
Sell Oct $15 call @ .83 |
Rolled 9/13-14 |
$82.03 |
|
|
|
13-Oct-11 |
$16.43 |
Buy Back & Roll Out & Up |
Buy Oct $15 call @ 2.70 |
|
($270.72) |
|
|
|
14-Oct-11 |
$16.86 |
Interim Trade |
Sell Nov $16 call @ 3.70 |
Expired 11/19/11 |
$369.35 |
|
|
|
25-Nov-11 |
$7.53 |
Interim Trade |
Sell Dec $9 call @ .14 |
Expired 12/17/11 |
$13.27 |
|
|
|
23-Dec-11 |
$8.53 |
Interim Trade |
Sell Jan $9 call @ .27 |
Expired 1/21/12 |
$26.42 |
|
|
|
24-Jan-12 |
$8.95 |
Interim Trade |
Sell Feb $10 call @ .13 |
Expired 2/18/12 |
$12.27 |
|
|
|
23-Feb-12 |
$7.60 |
Interim Trade |
Sell Apr $9 call @ .17 |
Expired 4/21/12 |
$16.70 |
|
|
|
26-Apr-12 |
$4.95 |
Interim Trade |
Sell Aug $6 call @ .21 |
|
$20.43 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
464 |
30.34% |
Cash in Hand |
38.57% |
|
|
|
$799.52 |
|
|
24-Feb-11 |
$43.67 |
Initial Stock Purchase |
Buy 100 SNDK @ 43.67 |
($4,368.00) |
|
|
$3,558.00 |
|
|
|
Current Price |
$35.58 |
SanDisk Corp |
|
|
|
|
|
24-Feb-11 |
$43.67 |
Initial Call Option |
Sell Jan $42 call @ 6.25 |
Closed 8/9/11 |
$624.03 |
|
|
|
9-Aug-11 |
$36.75 |
Buy Back & Wait |
Buy Jan $42 call @ 3.35 |
|
($336.02) |
|
|
|
25-Aug-11 |
$34.44 |
Interim Trade |
Sell Sep $38 call @ .58 |
Rolled 9/13/11 |
$56.73 |
|
|
|
13-Sep-11 |
$40.19 |
Buy Back & Roll Out & Up |
Buy Sep $38 call @ 2.58 |
|
($258.82) |
|
|
|
13-Sep-11 |
$40.19 |
Interim Trade |
Sell Oct $40 call @ 3.34 |
Rolled 10/21/11 |
$333.17 |
|
|
|
21-Oct-11 |
$48.29 |
Buy Back & Roll Out & Up |
Buy Oct $40 call @ 8.85 |
|
($885.64) |
|
|
|
21-Oct-11 |
$48.29 |
Interim Trade |
Sell Apr $43 call @ 9.75 |
Expired 4/21/12 |
$974.34 |
|
|
|
26-Apr-12 |
$37.27 |
Interim Trade |
Sell Oct $43 call @ 1.8/0 |
|
$179.23 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash in Hand |
15.73% |
|
|
|
$687.02 |
|
|
24-Feb-11 |
$34.78 |
Initial Stock Purchase |
Buy 100 SWKS @ $34.78 |
($3,479.00) |
|
|
$2,524.00 |
|
|
|
Current Price |
$25.24 |
Skyworks Solutions Inc |
|
|
|
|
|
24-Feb-11 |
$34.78 |
Initial Call Option |
Sell Aug $ 34 call @ 4.49 |
Expired 8/20/11 |
$448.24 |
|
|
|
22-Aug-11 |
$17.37 |
Interim Trade |
Sell Sep $22 call @ .50 |
Rolled 9/16/11 |
$48.98 |
|
|
|
16-Sep-11 |
$21.94 |
Buy Back & Roll Out & Up |
Buy Sep $22 call @ .15 |
|
($15.80) |
|
|
|
16-Sep-11 |
$21.94 |
Interim Trade |
Sell Oct $23 call @ 1.15 |
Expired 10/22/11 |
$114.20 |
|
|
|
24-Oct-11 |
$21.68 |
Interim Trade |
Sell Nov $24 call @ .40 |
Expired 11/19/11 |
$39.13 |
|
|
|
25-Nov-11 |
$14.16 |
Interim Trade |
Sell Dec $16 call @ .35 |
Expired 12/17/11 |
$34.28 |
|
|
|
21-Dec-11 |
$15.16 |
Dollar Cost Averaging |
Buy 100 SWKS @ $15.16 |
($1,517.00) |
|
|
$2,524.00 |
|
$CA |
|
$4,996.00 |
200 @ $24.98 |
Averaged 200-Share Position |
|
|
|
|
|
21-Dec-11 |
$15.16 |
Interim Trade |
Sell two Jan $17.50 calls @ .25 |
Exercised 1/20 |
$48.55 |
|
|
|
20-Jan-12 |
|
Stock Assigned |
Sell 200 SWKS @ 17.50 |
|
$3,499.95 |
|
|
|
26-Jan-12 |
$22.04 |
Reentry |
Buy 200 SWKS @ 22.04 |
|
($4,409.00) |
|
|
|
26-Jan-12 |
$22.04 |
Interim Trade |
Sell two Feb $23 calls @ .45 |
Rolled 2/15/12 |
$88.55 |
|
|
|
15-Feb-12 |
$24.48 |
Buy Back & Roll Out & Up |
Buy two Feb $23 calls @ 1.52 |
|
($305.45) |
|
|
|
15-Feb-12 |
$24.48 |
Interim Trade |
Sell two May $25 calls @ 2.15 |
|
$428.54 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash in Hand |
0.58% |
|
|
|
$20.17 |
|
|
1-Jun-11 |
$23.40 |
Initial Stock Purchase |
Buy 100 UAL @ 23.46 |
($2,347.00) |
|
|
$2,376.00 |
|
|
|
Current Price |
$23.76 |
United Continental Holdings Inc |
|
|
|
|
|
1-Jun-11 |
$23.40 |
Initial Short-TERM Call |
Sell Jul $23 call @ 1.65 |
Expired 7/16/11 |
$164.03 |
|
|
|
18-Jul-11 |
|
Continued Trade |
Sell Sep $23 call @ .61 |
Closed 8/09/11 |
$60.28 |
|
|
|
9-Aug-11 |
$16.91 |
Buy Back & Wait |
Buy Sep $23 call @ .31 |
|
($31.72) |
|
|
|
25-Aug-11 |
$17.11 |
Interim Trade |
Sell Sep $20 call @ .27 |
Rolled 9/16/11 |
$25.98 |
|
|
|
16-Sep-11 |
$20.46 |
Buy Back & Roll Out & Up |
Buy Sep $20 call @ .53 |
|
($54.02) |
|
|
|
16-Sep-11 |
$20.46 |
Interim Trade |
Sell Oct $21 call @ 1.14 |
Expired 10/22/11 |
$113.28 |
|
|
|
24-Oct-11 |
$21.03 |
Continued ST Trade |
Sell Nov $23 call @ .40 |
Expired 11/19/11 |
$39.13 |
|
|
|
25-Nov-11 |
$16.00 |
Interim Trade |
Sell Dec $17 call @ .42 |
Rolled 12/08/11 |
$40.98 |
|
|
|
8-Dec-11 |
$19.67 |
Buy Back & Roll Out & Up |
Buy Dec $17 call @ 2.77 |
|
($277.72) |
|
|
|
8-Dec-11 |
$19.67 |
Interim Trade |
Sell Jun $20 call @ 2.92 |
|
$291.27 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash in Hand |
15.83% |
|
|
|
$371.49 |
|
|
20-Jul-11 |
$44.43 |
Initial Stock Purchase |
Buy 100 VECO @ 44.49 |
($4,450.00) |
|
|
$3,696.00 |
|
|
|
Current Price |
$36.96 |
Veeco Instruments Inc |
|
|
|
|
|
20-Jul-11 |
$44.43 |
Initial Short-TERM Call |
Sell Aug $44 call @ 1.01 |
Expired 8/19/11 |
$134.55 |
|
|
|
22-Aug-11 |
|
Interim Trade |
Sell Sep $40 call @ .66 |
Expired 9/18/11 |
$65.73 |
|
|
|
22-Sep-11 |
|
Interim Trade |
Sell Oct $31 call @ .66 |
Expired 10/23/11 |
$65.73 |
|
|
|
27-Oct-11 |
|
Interim Trade |
Sell Nov $30 call @ .60 |
Expired 11/19/11 |
$59.28 |
|
|
|
28-Nov-11 |
|
Interim Trade |
Sell Dec $26 call @ .60 |
Expired 12/17/11 |
$59.28 |
|
|
|
22-Dec-11 |
|
Interim Trade |
Sell Jan $22.50 call @ .80 |
Expired 1/18/12 |
$78.98 |
|
|
|
17-Jan-12 |
|
Buy Back & Roll Out & Up |
Buy Jan $22.50 call @ 1.05 |
Rolled 1/17/12 |
($105.62) |
|
|
|
17-Jan-12 |
|
Interim Trade |
Sell Apr $25 call @ 1.82 |
|
$180.97 |
|
|
|
29-Mar-12 |
$28.25 |
Buy Back & Roll Out & Up |
Buy Apr $25 call @ 3.49 |
|
($350.02) |
|
|
|
29-Mar-12 |
$28.25 |
Interim Trade |
Sell '13 Jan $30 call @ 3.70 |
|
$269.37 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Cash in Hand |
10.30% |
|
|
|
$458.25 |
|
|
16-Apr-10 |
$7.62 |
Initial Stock Purchase |
Buy 100 XRA @ 7.6199 |
($768.99) |
|
|
$228.00 |
|
|
|
Current Price |
$2.28 |
Exeter Resource Corp |
|
|
|
|
|
16-Apr-10 |
$7.62 |
Initial Call Option |
Sell Nov $7.50 call @ 1.55 |
Expired 11/20/10 |
$146.74 |
|
|
|
24-Nov-10 |
$5.67 |
Continued Trade |
Sell May $7.50 call @ .55 |
Expired 5/21/11 |
$46.74 |
|
|
|
23-May-11 |
$4.70 |
Interim Trade |
Sell Jun $5 call @ .15 |
Expired 6/18/11 |
$13.98 |
|
|
|
20-Jun-11 |
$4.45 |
Interim Trade |
Sell Aug $5 call @ .20 |
Expired 8/20/11 |
$19.23 |
|
|
|
22-Aug-11 |
$4.39 |
Interim Trade |
Sell Sep $5 call @ .15 |
Expired 9/17/11 |
$14.20 |
|
|
|
26-Sep-11 |
$3.87 |
Interim Trade |
Sell Nov $5 call @ .20 |
Expired 11/19/11 |
$19.56 |
|
|
|
25-Nov-11 |
$2.94 |
Interim Trade |
Sell May $5 call @ .35 |
|
$33.98 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
755 |
18.51% |
Cash in Hand |
38.29% |
|
|
|
$294.43 |
|
|
16-Apr-10 |
$25.71 |
Initial Stock Purchase |
Buy 100 ZION @ 25.708 |
($2,577.80) |
|
|
$1,989.00 |
|
|
|
Current Price |
$19.89 |
Zions Bancorporation |
|
|
|
|
|
16-Apr-10 |
$25.71 |
Initial Call Option |
Sell '11 Jan $25 LEAP @ 4.70 |
Expired 1/22/11 |
$461.74 |
|
|
|
26-May-10 |
|
|
|
Dividend Received |
|
$1.00 |
|
|
|
25-Aug-10 |
|
|
|
Dividend Received |
|
$1.00 |
|
|
|
23-Nov-10 |
|
|
|
Dividend Received |
|
$1.00 |
|
|
|
24-Jan-11 |
$24.25 |
Appreciated Trade |
Sell Jul $26 call @ 1.58 |
Expired 7/16/11 |
$149.74 |
|
|
|
28-Feb-11 |
|
|
|
Dividend Received |
|
$1.00 |
|
|
|
27-May-11 |
|
|
|
Dividend Received |
|
$1.00 |
|
|
|
18-Jul-11 |
$22.70 |
Interim Trade |
Sell Aug $24 call @ .42 |
Expired 8/20/11 |
$40.98 |
|
|
|
22-Aug-11 |
$15.50 |
Interim Trade |
Sell Sep $17 call @ .32 |
Rolled 9/16/11 |
$31.36 |
|
|
|
31-Aug-11 |
|
|
|
Dividend Received |
|
$1.00 |
|
|
|
16-Sep-11 |
$17.15 |
Buy Back & Roll Out & Up |
Buy Sep $17 call @ .22 |
|
($23.02) |
|
|
|
16-Sep-11 |
$17.15 |
Interim Trade |
Sell Oct $18 call @ .71 |
Expired 10/22/11 |
$70.13 |
|
|
|
24-Oct-11 |
$17.68 |
Interim Trade |
Sell Nov $19 call @ .41 |
Expired 11/19/11 |
$39.98 |
|
|
|
25-Nov-11 |
$14.78 |
Interim Trade |
Sell Dec $17 call @ .13 |
Expired 12/17/11 |
$12.13 |
|
|
|
30-Nov-11 |
|
|
|
Dividend Received |
|
$1.00 |
|
|
|
21-Dec-11 |
$15.13 |
Interim Trade |
Sell Jan $16 call @ .30 |
Exercised 1/20/12 |
$28.98 |
|
|
|
20-Jan-12 |
|
Stock Assigned |
Sell 100 ZION @ 16 |
|
$1,599.97 |
|
|
|
27-Jan-12 |
$16.82 |
|
|
Buy 100 ZION @ 16.82 |
|
($1,683.00) |
|
|
|
27-Jan-12 |
$16.82 |
Interim Trade |
Sell Mar $18 call @ .29 |
Rolled 3/12/12 |
$28.27 |
|
|
|
29-Feb-12 |
|
|
|
Dividend Received |
|
$1.00 |
|
|
|
12-Mar-12 |
$18.70 |
Buy Back & Roll Out & Up |
Buy Mar $18 call @ .83 |
|
($83.60) |
|
|
|
12-Mar-12 |
$18.70 |
Interim Trade |
Sell Jul $20 call @ 1 |
|
$99.39 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
755 |
14.65% |
Cash in Hand |
30.30% |
|
|
|
$781.05 |
|
|
10-Feb-11 |
$26.05 |
Initial Stock Purchase |
Buy 100 ZUMZ @ 26.11 |
($2,612.00) |
|
|
$3,608.00 |
|
|
|
Current Price |
$36.08 |
Zumiez Inc |
|
|
|
|
|
10-Feb-11 |
$26.05 |
Initial Call Option |
Sell Aug $25 call @ 4.00 |
Expired 8/20/11 |
$398.99 |
|
|
|
22-Aug-11 |
$17.37 |
Interim Trade |
Sell Sep $20 call @ .60 |
Expired 9/17/11 |
$58.98 |
|
|
|
19-Sep-11 |
$18.61 |
Interim Trade |
Sell Oct $20 call @ .85 |
Rolled 10/13/11 |
$83.98 |
|
|
|
13-Oct-11 |
$21.13 |
Buy Back & Roll Out & Up |
Buy Oct $20 call @ 1.70 |
|
($171.02) |
|
|
|
13-Oct-11 |
$21.13 |
Interim Trade |
Sell Feb $22.50 call @ 2.80 |
Rolled 2/6/12 |
$278.97 |
|
|
|
6-Feb-12 |
$29.52 |
Buy Back & Roll Out & Up |
Buy Feb $22.50 call @ 7.10 |
|
($710.98) |
|
|
|
6-Feb-12 |
$29.52 |
Interim Trade |
Sell Aug $25 call @ 7 |
|
$698.96 |
|
|
|
10-May-12 |
SIGPY |
|
|
|
|
|
|
|
|
455 |
19.59% |
Cash in Hand |
24.42% |
|
|
|
$637.88 |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Misc Brokerage Fees through September |
($93.83) |
|
|
|
|
|
|
Total invested in Stock Positions |
$97,737.84 |
|
|
|
|
|
|
|
|
New cash generated via trading activity |
|
$32,731.10 |
|