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This page lists the re-balances for all the book portfolios:

*** BOOKs with no new recommendations are listed at the end.

**Also, ignore the number of shares and the links below. In P123 a portfolio dollar value has to be entered for tracking purposes. Most of the books below are either based on a $100K or above portfolio. I use the links for admin purposes.


 

NEW TRANSACTIONS

SOLD 1,044   shares of  BNED  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 568   shares of  CGA  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 443   shares of  CMT  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 315   shares of  DAR  (RULE: CLOSE, *REBAL, 14% QPUL)
SOLD 408   shares of  JILL  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 896   shares of  OMP  (RULE: CLOSE, *NEW, 11% QPUL)
SOLD 849   shares of  TPC  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 1,025   shares of  RRD
BOUGHT 576   shares of  CLR
BOUGHT 166   shares of  BXC
BOUGHT 318   shares of  SBOW
BOUGHT 1,240   shares of  SD
BOUGHT 122   shares of  DDS

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 868   shares of  BNED  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 472   shares of  CGA  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 502   shares of  CMT  (RULE: CLOSE, *NEW, 5% QPUL)
SOLD 310   shares of  DAR  (RULE: CLOSE, *REBAL, 13% QPUL)
SOLD 529   shares of  JILL  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 784   shares of  OMP  (RULE: CLOSE, *REBAL, 10% QPUL)
SOLD 446   shares of  TPR  (RULE: CLOSE, *NEW, 11% QPUL)
BOUGHT 1,116   shares of  RRD
BOUGHT 1,602   shares of  AR
BOUGHT 597   shares of  CLR
BOUGHT 169   shares of  BXC
BOUGHT 324   shares of  SBOW
BOUGHT 1,261   shares of  SD
BOUGHT 191   shares of  HOV

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 838   shares of  BNED  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 456   shares of  CGA  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 434   shares of  CMT  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 370   shares of  JILL  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 722   shares of  OMP  (RULE: CLOSE, *REBAL, 9% QPUL)
SOLD 32   shares of  BIG  (RULE: REBAL, 4% QPUL)
BOUGHT 982   shares of  RRD
BOUGHT 150   shares of  BXC
BOUGHT 287   shares of  SBOW
BOUGHT 1,120   shares of  SD
BOUGHT 234   shares of  HOV

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 652   shares of  BNED  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 355   shares of  CGA  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 438   shares of  CMT  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 253   shares of  DAR  (RULE: CLOSE, *REBAL, 12% QPUL)
SOLD 440   shares of  JILL  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 715   shares of  OMP  (RULE: CLOSE, *REBAL, 10% QPUL)
BOUGHT 653   shares of  RRD
BOUGHT 139   shares of  BXC
BOUGHT 265   shares of  SBOW
BOUGHT 1,033   shares of  SD

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 575   shares of  BNED  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 384   shares of  CGA  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 381   shares of  CMT  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 288   shares of  JILL  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 586   shares of  OMP  (RULE: CLOSE, *REBAL, 9% QPUL)
BOUGHT 62   shares of  ATUS
SOLD 85   shares of  LEU  (RULE: REBAL, 6% QPULREBAL, 8% QPUL)
BOUGHT 47   shares of  LSXMK
BOUGHT 246   shares of  NLY
BOUGHT 759   shares of  RRD
BOUGHT 115   shares of  BXC
BOUGHT 879   shares of  EXPR
BOUGHT 865   shares of  SD
BOUGHT 180   shares of  HOV

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 541   shares of  BNED  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 295   shares of  CGA  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 294   shares of  CMT  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 333   shares of  JILL  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 549   shares of  MT  (RULE: CLOSE, *REBAL, 12% QPUL)
SOLD 501   shares of  OMP  (RULE: CLOSE, *REBAL, 9% QPUL)
BOUGHT 164   shares of  HOV
BOUGHT 75   shares of  NLOK
SOLD 75   shares of  SPLP  (RULE: REBAL, 12% QPUL)
BOUGHT 431   shares of  CLR
BOUGHT 186   shares of  ATTO
BOUGHT 103   shares of  BXC
BOUGHT 782   shares of  EXPR
BOUGHT 770   shares of  SD

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 65   shares of  ALTM  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 345   shares of  ATLC  (RULE: CLOSE, *NEW, 11% QPUL)
SOLD 495   shares of  BNED  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 269   shares of  CGA  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 290   shares of  CMT  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 419   shares of  JILL  (RULE: CLOSE, 3% QPUL)
SOLD 280   shares of  UNFI  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 213   shares of  INTC
BOUGHT 176   shares of  ATTO
BOUGHT 97   shares of  BXC
BOUGHT 740   shares of  EXPR
BOUGHT 433   shares of  GRIN
BOUGHT 576   shares of  PBPB
BOUGHT 67   shares of  DDS
BOUGHT 640   shares of  NAVI

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 60   shares of  ALTM  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 457   shares of  BNED  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 249   shares of  CGA  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 321   shares of  CMT  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 2,462   shares of  EVC  (RULE: CLOSE, *NEW, 9% QPUL)
SOLD 229   shares of  JILL  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 424   shares of  OMP  (RULE: CLOSE, *NEW, 9% QPUL)
BOUGHT 160   shares of  ATTO
BOUGHT 89   shares of  BXC
BOUGHT 674   shares of  EXPR
BOUGHT 395   shares of  GRIN
BOUGHT 663   shares of  SD
BOUGHT 351   shares of  SMLP
BOUGHT 194   shares of  VRTV

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 449   shares of  BNED  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 210   shares of  CGA  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 216   shares of  CMT  (RULE: CLOSE, 3% QPUL)
SOLD 460   shares of  ESTE  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 2,463   shares of  EVC  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 256   shares of  JILL  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 409   shares of  OMP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 29   shares of  UI  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 233   shares of  AMC
BOUGHT 83   shares of  BXC
BOUGHT 633   shares of  EXPR
BOUGHT 370   shares of  GRIN
BOUGHT 584   shares of  RRD
BOUGHT 623   shares of  SD
BOUGHT 408   shares of  SPLP
BOUGHT 197   shares of  VRTV

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 546   shares of  BNED  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 253   shares of  CGA  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 262   shares of  CMT  (RULE: CLOSE, 3% QPUL)
SOLD 550   shares of  ESTE  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 2,596   shares of  EVC  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 497   shares of  JILL  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 446   shares of  OMP  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 114   shares of  BXC
BOUGHT 867   shares of  EXPR
BOUGHT 200   shares of  FTSI
BOUGHT 219   shares of  SBOW
BOUGHT 852   shares of  SD
BOUGHT 427   shares of  SPLP
BOUGHT 207   shares of  VRTV

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 507   shares of  BNED  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 276   shares of  CGA  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 286   shares of  CMT  (RULE: CLOSE, 4% QPUL)
SOLD 419   shares of  ESTE  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 428   shares of  JILL  (RULE: CLOSE, 4% QPUL)
BOUGHT 194   shares of  ATTO
BOUGHT 816   shares of  EXPR
BOUGHT 753   shares of  RRD
BOUGHT 206   shares of  SBOW
BOUGHT 803   shares of  SD

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 59   shares of  ALTM  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 445   shares of  BNED  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 594   shares of  CEIX  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 387   shares of  ESTE  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 223   shares of  JILL  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 386   shares of  NMM  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 108   shares of  OAS  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 133   shares of  PRTG  (RULE: CLOSE, *NEW, 4% QPUL)
BOUGHT 145   shares of  ATTO
BOUGHT 268   shares of  CMLS
BOUGHT 611   shares of  EXPR
BOUGHT 125   shares of  OCN
BOUGHT 477   shares of  PBPB
BOUGHT 402   shares of  CONN
BOUGHT 164   shares of  GCO
BOUGHT 307   shares of  SMLP

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 492   shares of  CCU  (RULE: CLOSE, *NEW, 11% QPUL)
SOLD 126   shares of  DAR  (RULE: CLOSE, *NEW, 11% QPUL)
SOLD 380   shares of  OMP  (RULE: CLOSE, *NEW, 11% QPUL)
SOLD 385   shares of  TPC  (RULE: CLOSE, *REBAL, 8% QPUL)
SOLD 34   shares of  IEF  (RULE: REBAL, IEF)
BOUGHT 131   shares of  NUS
BOUGHT 57   shares of  SJM
BOUGHT 226   shares of  CLR
BOUGHT 48   shares of  DDS

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 439   shares of  CCU  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 125   shares of  DAR  (RULE: CLOSE, *NEW, 11% QPUL)
SOLD 381   shares of  OMP  (RULE: CLOSE, *NEW, 11% QPUL)
SOLD 189   shares of  TPR  (RULE: CLOSE, *NEW, 11% QPUL)
SOLD 27   shares of  IEF  (RULE: REBAL, IEF)
BOUGHT 161   shares of  NUS
BOUGHT 627   shares of  AR
BOUGHT 234   shares of  CLR
BOUGHT 74   shares of  HOV

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 458   shares of  CCU  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 301   shares of  OMP  (RULE: CLOSE, *REBAL, 9% QPUL)
SOLD 24   shares of  IEF  (RULE: REBAL, IEF)
SOLD 28   shares of  LB  (RULE: REBAL, 14% QPUL)
SOLD 70   shares of  SPLP  (RULE: REBAL, 13% QPUL)
BOUGHT 73   shares of  SJM
BOUGHT 97   shares of  HOV

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 486   shares of  CCU  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 133   shares of  DAR  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 383   shares of  OMP  (RULE: CLOSE, *NEW, 11% QPUL)
SOLD 29   shares of  IEF  (RULE: REBAL, IEF)
SOLD 28   shares of  LB  (RULE: REBAL, 13% QPUL)
BOUGHT 83   shares of  SNBR

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 425   shares of  CCU  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 321   shares of  OMP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 136   shares of  CYH  (RULE: REBAL, 9% QPUL)
SOLD 21   shares of  IEF  (RULE: REBAL, IEF)
BOUGHT 78   shares of  SNBR
BOUGHT 77   shares of  HOV

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 385   shares of  CCU  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 255   shares of  MT  (RULE: CLOSE, *REBAL, 9% QPUL)
SOLD 307   shares of  OMP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 22   shares of  IEF  (RULE: REBAL, IEF)
BOUGHT 73   shares of  SNBR
BOUGHT 205   shares of  CLR
BOUGHT 74   shares of  HOV
BOUGHT 52   shares of  ETR

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 184   shares of  ATLC  (RULE: CLOSE, *NEW, 11% QPUL)
SOLD 365   shares of  CCU  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 162   shares of  UNFI  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 39   shares of  IEF  (RULE: REBAL, IEF)
BOUGHT 464   shares of  AKO.B
BOUGHT 56   shares of  SNBR
BOUGHT 35   shares of  DDS
BOUGHT 340   shares of  NAVI

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 398   shares of  AKO.B  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 339   shares of  CCU  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 1,445   shares of  EVC  (RULE: CLOSE, *NEW, 9% QPUL)
SOLD 249   shares of  OMP  (RULE: CLOSE, *NEW, 9% QPUL)
BOUGHT 56   shares of  SNBR
BOUGHT 129   shares of  WBA
BOUGHT 191   shares of  SMLP
BOUGHT 106   shares of  VRTV

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 327   shares of  CCU  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 1,478   shares of  EVC  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 252   shares of  OMP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 17   shares of  UI  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 467   shares of  AKO.B
BOUGHT 56   shares of  SNBR
BOUGHT 132   shares of  AMC
BOUGHT 232   shares of  SPLP
BOUGHT 112   shares of  VRTV

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 322   shares of  CCU  (RULE: CLOSE, 10% QPUL)
SOLD 1,558   shares of  EVC  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 268   shares of  OMP  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 53   shares of  SJM
BOUGHT 235   shares of  SPLP
BOUGHT 114   shares of  VRTV

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 149   shares of  VST  (RULE: CLOSE, *REBAL, 4% QPUL)
SOLD 22   shares of  IEF  (RULE: REBAL, IEF)
BOUGHT 253   shares of  QIWI

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 357   shares of  CEIX  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 231   shares of  NMM  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 65   shares of  OAS  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 21   shares of  IEF  (RULE: REBAL, IEF)
BOUGHT 240   shares of  CONN
BOUGHT 98   shares of  GCO
BOUGHT 184   shares of  SMLP

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 248   shares of  DAR  (RULE: CLOSE, *NEW, 11% QPUL)
BOUGHT 495   shares of  CLR

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 231   shares of  DAR  (RULE: CLOSE, *NEW, 11% QPUL)
SOLD 356   shares of  TPR  (RULE: CLOSE, *NEW, 11% QPUL)
BOUGHT 1,197   shares of  AR
BOUGHT 446   shares of  CLR

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NO NEW RECOMMENDATIONS
NEW TRANSACTIONS

SOLD 221   shares of  DAR  (RULE: CLOSE, *NEW, 10% QPUL)

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NO NEW RECOMMENDATIONS
NEW TRANSACTIONS

SOLD 435   shares of  MT  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 361   shares of  CLR

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

BOUGHT 189   shares of  INTC

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NO NEW RECOMMENDATIONS
NEW TRANSACTIONS

SOLD 29   shares of  UI  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 219   shares of  AMC

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NO NEW RECOMMENDATIONS
NO NEW RECOMMENDATIONS
NO NEW RECOMMENDATIONS
NEW TRANSACTIONS

SOLD 1,269   shares of  BNED  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 691   shares of  CGA  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 715   shares of  CMT  (RULE: CLOSE, 10% QPUL)
SOLD 112   shares of  TFII  (RULE: CLOSE, *NEW, 10% QEDG)
BOUGHT 307   shares of  WY
BOUGHT 212   shares of  BXC
BOUGHT 1,484   shares of  RRD
BOUGHT 406   shares of  SBOW

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 1,113   shares of  BNED  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 558   shares of  JILL  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 105   shares of  TFII  (RULE: CLOSE, *NEW, 10% QEDG)
BOUGHT 284   shares of  FOXA
BOUGHT 1,342   shares of  RRD
BOUGHT 367   shares of  SBOW

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.