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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 307   shares of  BCBP  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 448   shares of  BCRHF  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 697   shares of  CTG  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 786   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 738   shares of  LEU  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 957   shares of  SNFCA  (RULE: CLOSE, *REBAL, 5% QPUL)
SOLD 632   shares of  TIPT  (RULE: CLOSE, *NEW, 4% QPUL)
BOUGHT 185   shares of  DGICA
BOUGHT 204   shares of  SPTN

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 306   shares of  BCBP  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 459   shares of  BCRHF  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 735   shares of  CTG  (RULE: CLOSE, 4% QPUL)
SOLD 808   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 499   shares of  JEF  (RULE: CLOSE, *REBAL, 10% QPUL)
SOLD 735   shares of  LEU  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 942   shares of  SNFCA  (RULE: CLOSE, *REBAL, 5% QPUL)
SOLD 680   shares of  TIPT  (RULE: CLOSE, *REBAL, 5% QPUL)
BOUGHT 881   shares of  DVN
BOUGHT 189   shares of  DGICA
BOUGHT 208   shares of  SPTN

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 312   shares of  BCBP  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 476   shares of  BCRHF  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 790   shares of  CTG  (RULE: CLOSE, 4% QPUL)
SOLD 806   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 522   shares of  JEF  (RULE: CLOSE, *REBAL, 11% QPUL)
SOLD 648   shares of  LEU  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 838   shares of  SNFCA  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 660   shares of  TIPT  (RULE: CLOSE, *REBAL, 5% QPUL)
BOUGHT 868   shares of  DVN
BOUGHT 185   shares of  DGICA
BOUGHT 203   shares of  SPTN

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 307   shares of  BCBP  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 467   shares of  BCRHF  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 581   shares of  CTG  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 733   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 616   shares of  LEU  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 125   shares of  MAN  (RULE: CLOSE, *REBAL, 13% QPUL)
SOLD 823   shares of  SNFCA  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 565   shares of  TIPT  (RULE: CLOSE, *NEW, 4% QPUL)
BOUGHT 171   shares of  DGICA
BOUGHT 187   shares of  SPTN
BOUGHT 2,096   shares of  MNK
BOUGHT 3,058   shares of  SWN

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 496   shares of  BCRHF  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 814   shares of  CTG  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 832   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 495   shares of  JEF  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 687   shares of  LEU  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 600   shares of  TIPT  (RULE: CLOSE, *REBAL, 4% QPUL)
BOUGHT 855   shares of  DVN
BOUGHT 184   shares of  DGICA
BOUGHT 201   shares of  SPTN

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 495   shares of  BCRHF  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 790   shares of  CTG  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 806   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 538   shares of  JEF  (RULE: CLOSE, *REBAL, 12% QPUL)
SOLD 705   shares of  LEU  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 578   shares of  TIPT  (RULE: CLOSE, *REBAL, 4% QPUL)
BOUGHT 870   shares of  DVN
BOUGHT 184   shares of  DGICA
BOUGHT 201   shares of  SPTN

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 183   shares of  ALRS  (RULE: CLOSE, 4% QPUL)
SOLD 371   shares of  BCRHF  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 594   shares of  CTG  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 802   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 629   shares of  LEU  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 556   shares of  TIPT  (RULE: CLOSE, *REBAL, 4% QPUL)
SOLD 12   shares of  AMD  (RULE: REBAL, 10% QPUL)
SOLD 8   shares of  CNC  (RULE: REBAL, 9% QPUL)
BOUGHT 160   shares of  CNSL
SOLD 11   shares of  DOCU  (RULE: REBAL, 12% QPUL)
SOLD 5   shares of  DXCM  (RULE: REBAL, 14% QPUL)
SOLD 16   shares of  ENPH  (RULE: REBAL, 10% QPUL)
BOUGHT 59   shares of  FG
BOUGHT 41   shares of  GTS
SOLD 2   shares of  NVDA  (RULE: REBAL, 9% QPUL)
BOUGHT 353   shares of  ODP
SOLD 10   shares of  QRVO  (RULE: REBAL, 8% QPUL)
BOUGHT 19   shares of  STC
BOUGHT 121   shares of  TKC
BOUGHT 49   shares of  VRS
SOLD 5   shares of  ZM  (RULE: REBAL, 10% QPUL)
BOUGHT 175   shares of  DGICA
BOUGHT 191   shares of  SPTN
BOUGHT 2,278   shares of  MNK

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 198   shares of  AAL  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 371   shares of  BCRHF  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 759   shares of  CTG  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 803   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 632   shares of  LEU  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 79   shares of  SPR  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 572   shares of  TIPT  (RULE: CLOSE, *REBAL, 4% QPUL)
SOLD 279   shares of  WSTG  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 15   shares of  RMD  (RULE: REBAL, 11% QPUL)
BOUGHT 85   shares of  CMA
BOUGHT 308   shares of  DVN
BOUGHT 183   shares of  DGICA
BOUGHT 201   shares of  SPTN
BOUGHT 2,283   shares of  MNK

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 302   shares of  BCBP  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 352   shares of  BCRHF  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 704   shares of  CTG  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 771   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 746   shares of  LEU  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 533   shares of  TIPT  (RULE: CLOSE, *NEW, 4% QPUL)
BOUGHT 176   shares of  DGICA
BOUGHT 193   shares of  SPTN
BOUGHT 1,967   shares of  MNK

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 276   shares of  BCBP  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 343   shares of  BCRHF  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 895   shares of  CATO  (RULE: CLOSE, *REBAL, 4% QPULREBAL, 12% QPUL)
SOLD 831   shares of  CTG  (RULE: CLOSE, 5% QPUL)
SOLD 136   shares of  FCBP  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 735   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 546   shares of  LEU  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 594   shares of  SNFCA  (RULE: CLOSE, *NEW, 3% QPUL)
SOLD 500   shares of  TIPT  (RULE: CLOSE, *NEW, 4% QPUL)
BOUGHT 174   shares of  DGICA
BOUGHT 190   shares of  SPTN
BOUGHT 2,074   shares of  MNK
BOUGHT 3,025   shares of  SWN

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 287   shares of  BCBP  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 334   shares of  BCRHF  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 678   shares of  CTG  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 153   shares of  FCBP  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 726   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 605   shares of  LEU  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 685   shares of  SNFCA  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 515   shares of  TIPT  (RULE: CLOSE, *NEW, 4% QPUL)
BOUGHT 166   shares of  DGICA
BOUGHT 182   shares of  SPTN
BOUGHT 1,947   shares of  MNK

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 183   shares of  ALRS  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 305   shares of  BCBP  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 352   shares of  BCRHF  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 328   shares of  BMA  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 688   shares of  CTG  (RULE: CLOSE, 4% QPUL)
SOLD 162   shares of  FCBP  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 743   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 568   shares of  LEU  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 706   shares of  SNFCA  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 184   shares of  SPR  (RULE: CLOSE, *NEW, 9% QPUL)
BOUGHT 648   shares of  DVN
BOUGHT 170   shares of  DGICA
BOUGHT 187   shares of  SPTN
BOUGHT 2,070   shares of  MNK

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 555   shares of  BCRHF  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 1,062   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 350   shares of  REGI  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 1,161   shares of  DVN
BOUGHT 1,064   shares of  TEVA
BOUGHT 290   shares of  DGICA
BOUGHT 117   shares of  SENEA
BOUGHT 318   shares of  SPTN
BOUGHT 3,307   shares of  MNK
BOUGHT 4,823   shares of  SWN

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 475   shares of  EDN  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 551   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 230   shares of  MERC  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 703   shares of  SBS  (RULE: CLOSE, *REBAL, 14% QPUL)
SOLD 642   shares of  SPTN  (RULE: CLOSE, *REBAL, 13% QPUL)
SOLD 116   shares of  WBA  (RULE: CLOSE, *REBAL, 11% QPUL)
BOUGHT 19   shares of  IEF
BOUGHT 149   shares of  SPB
BOUGHT 569   shares of  VGR
BOUGHT 679   shares of  PAM
BOUGHT 581   shares of  VEDL

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 557   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 301   shares of  MERC  (RULE: CLOSE, *REBAL, 4% QPUL)
SOLD 557   shares of  SPTN  (RULE: CLOSE, *REBAL, 12% QPUL)
SOLD 112   shares of  WBA  (RULE: CLOSE, *REBAL, 11% QPUL)
SOLD 611   shares of  EDN  (RULE: REBAL, 2% QPUL)
BOUGHT 25   shares of  IEF
BOUGHT 151   shares of  SPB
BOUGHT 577   shares of  VGR
BOUGHT 589   shares of  VEDL

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 604   shares of  EDN  (RULE: CLOSE, *REBAL, 4% QPUL)
SOLD 559   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 293   shares of  MERC  (RULE: CLOSE, *REBAL, 4% QPUL)
SOLD 541   shares of  SBS  (RULE: CLOSE, *REBAL, 11% QPUL)
SOLD 452   shares of  SPTN  (RULE: CLOSE, *REBAL, 10% QPUL)
SOLD 116   shares of  WBA  (RULE: CLOSE, *REBAL, 11% QPUL)
BOUGHT 137   shares of  CCEP
BOUGHT 576   shares of  VGR
BOUGHT 595   shares of  PAM
BOUGHT 586   shares of  VEDL

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 430   shares of  EDN  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 523   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 89   shares of  MAN  (RULE: CLOSE, *REBAL, 13% QPUL)
SOLD 209   shares of  MERC  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 575   shares of  SBS  (RULE: CLOSE, *REBAL, 12% QPUL)
SOLD 533   shares of  SPTN  (RULE: CLOSE, *REBAL, 13% QPUL)
BOUGHT 20   shares of  IEF
BOUGHT 147   shares of  SPB
BOUGHT 1,546   shares of  MNK
BOUGHT 2,255   shares of  SWN
BOUGHT 2,333   shares of  CEPU
BOUGHT 571   shares of  VEDL

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 566   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 232   shares of  MERC  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 599   shares of  SPTN  (RULE: CLOSE, *REBAL, 13% QPUL)
SOLD 101   shares of  WBA  (RULE: CLOSE, *REBAL, 10% QPUL)
BOUGHT 24   shares of  IEF
BOUGHT 153   shares of  SPB
BOUGHT 587   shares of  VGR

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 570   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 227   shares of  MERC  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 515   shares of  SPTN  (RULE: CLOSE, *REBAL, 11% QPUL)
BOUGHT 29   shares of  IEF
BOUGHT 155   shares of  SPB
BOUGHT 603   shares of  VEDL

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 554   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 218   shares of  MERC  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 598   shares of  SBS  (RULE: CLOSE, *REBAL, 12% QPUL)
SOLD 497   shares of  SPTN  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 137   shares of  CNSL
BOUGHT 66   shares of  FG
BOUGHT 46   shares of  GTS
BOUGHT 21   shares of  IEF
BOUGHT 388   shares of  ODP
BOUGHT 22   shares of  STC
BOUGHT 133   shares of  TKC
BOUGHT 54   shares of  VRS
BOUGHT 150   shares of  SPB
BOUGHT 1,647   shares of  MNK
BOUGHT 286   shares of  CNP

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 559   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 240   shares of  MERC  (RULE: CLOSE, *NEW, 4% QPUL)
BOUGHT 18   shares of  IEF
BOUGHT 1,659   shares of  MNK

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 549   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 21   shares of  IEF
BOUGHT 1,454   shares of  MNK

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 186   shares of  ALCO  (RULE: CLOSE, *REBAL, 12% QPUL)
SOLD 467   shares of  CATO  (RULE: CLOSE, *REBAL, 12% QPUL)
SOLD 527   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 17   shares of  IEF
BOUGHT 145   shares of  SPB
BOUGHT 1,536   shares of  MNK
BOUGHT 2,241   shares of  SWN

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 537   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 248   shares of  MERC  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 43   shares of  MGA  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 109   shares of  WBA  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 144   shares of  SPB
BOUGHT 1,498   shares of  MNK
BOUGHT 561   shares of  VEDL

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 240   shares of  BMA  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 544   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 230   shares of  MERC  (RULE: CLOSE, *NEW, 4% QPUL)
SOLD 113   shares of  WBA  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 298   shares of  PAM
BOUGHT 146   shares of  SPB
BOUGHT 1,605   shares of  MNK
BOUGHT 569   shares of  VEDL

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 724   shares of  IRCP  (RULE: CLOSE, *NEW, 10% QPUL)
SOLD 238   shares of  REGI  (RULE: CLOSE, *NEW, 10% QPUL)
BOUGHT 80   shares of  IEF
BOUGHT 707   shares of  TEVA
BOUGHT 2,200   shares of  MNK
BOUGHT 3,208   shares of  SWN
BOUGHT 522   shares of  SPH

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NO NEW RECOMMENDATIONS
NEW TRANSACTIONS

SOLD 531   shares of  JEF  (RULE: CLOSE, *REBAL, 11% QPUL)
BOUGHT 1,013   shares of  DVN

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 576   shares of  JEF  (RULE: CLOSE, *REBAL, 12% QPUL)
BOUGHT 1,033   shares of  DVN

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NO NEW RECOMMENDATIONS
NEW TRANSACTIONS

SOLD 525   shares of  JEF  (RULE: CLOSE, *REBAL, 10% QPUL)
BOUGHT 1,032   shares of  DVN

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

SOLD 560   shares of  JEF  (RULE: CLOSE, *REBAL, 12% QPUL)
BOUGHT 1,020   shares of  DVN

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NO NEW RECOMMENDATIONS
NO NEW RECOMMENDATIONS
NO NEW RECOMMENDATIONS
NO NEW RECOMMENDATIONS
NO NEW RECOMMENDATIONS
NEW TRANSACTIONS

SOLD 183   shares of  SPR  (RULE: CLOSE, *NEW, 9% QPUL)
BOUGHT 689   shares of  DVN

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.

NEW TRANSACTIONS

BOUGHT 1,243   shares of  DVN
BOUGHT 1,138   shares of  TEVA

THE BOOK HAS BEEN REBALANCED AUTOMATICALLY.