On December 1, 1998 the Fool Port (Rule Breaker Port) sold five positions: Innovex, KLA-Tencor and 3Com entirely, and partial positions in Amazon.com and America Online. The trade was done to raise cash for new buys that best match the portfolio's investment strategy. For the full rationale, please see the sell report.
ACTION # STOCK PRICE COMS'N Sold 140 AMZN $203 5/8 $8 Sold 320 AOL $89 3/16 $8 Sold 325 INVX $16 3/16 $8 Sold 130 KLAC $34 $8 Sold 250 COMS $43 $8
We made the twenty-first and twenty-second trades in the Fool Portfolio on Thursday, August 25, 1995, buying two Investing For Growth picks -- Applied Materials and KLA Instruments. These massive semiconductor equipment giants comprise the Fool Portfolio's exposure to the semiconductor industry -- a massive growth sector that will be feuled by the expansion of computers and computer related products and services worldwide. The buy orders were promptly filled by K. Aufhauser & Co. at $114 1/2 and $89 respectively, heading lower ever since.
ACTION # STOCK PRICE COMS'N Sold 130 KLAC $34 $8
ACTION # STOCK PRICE COMS'N COST BASIS Buy 50 AMAT $114 1/2 $27.49 $5752.49