| | |
| | |
Assessment - Dow Jones Composite Average in Swiss Franc - 7/01/24 - RS = 14
⇐
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
3/25/24 |
prc diff |
⇓ Δ14 |
|
⇓∅-RS |
| |  |
 |
 |
 |
|
 |
DJCA |
11,418.973 |
8/12/24 |
-0.32 |
11,247.554 |
1.52 |
11,267.557 |
-20.003 |
-0.18 |
|
6.44 |
| |  |
 |
 |
 |
S |
 |
UnitedHealth |
510.812 |
8/12/24 |
1.17 |
446.980 |
14.28 |
436.651 |
10.329 |
2.37 |
|
-0.23 |
| |  |
 |
 |
 |
L |
 |
Walmart |
62.079 |
8/12/24 |
1.10 |
60.977 |
1.81 |
54.433 |
6.544 |
12.02 |
|
23.30 |
| |  |
 |
 |
 |
|
 |
Uber Technologies |
62.585 |
8/12/24 |
1.05 |
64.248 |
-2.59 |
71.364 |
-7.116 |
-9.97 |
|
28.45 |
| |  |
 |
 |
 |
|
 |
Consolidated Edison |
92.116 |
8/12/24 |
0.91 |
80.251 |
14.78 |
79.533 |
0.718 |
0.90 |
|
-0.20 |
| |  |
 |
 |
 |
L |
 |
PSEG |
72.751 |
8/12/24 |
0.81 |
66.534 |
9.34 |
58.702 |
7.832 |
13.34 |
|
18.83 |
| |  |
 |
 |
 |
L |
 |
Sempra |
71.378 |
8/12/24 |
0.74 |
67.745 |
5.36 |
62.575 |
5.170 |
8.26 |
|
5.83 |
| |  |
 |
 |
 |
|
 |
Matson |
117.589 |
8/12/24 |
0.73 |
116.640 |
0.81 |
98.630 |
18.010 |
18.26 |
|
31.72 |
| |  |
 |
 |
 |
L |
 |
Apple |
196.566 |
8/12/24 |
0.71 |
195.861 |
0.36 |
153.539 |
42.322 |
27.56 |
|
20.39 |
| |  |
 |
 |
 |
S |
 |
FedEx |
252.248 |
8/12/24 |
0.63 |
269.896 |
-6.54 |
253.940 |
15.956 |
6.28 |
|
19.38 |
| |  |
 |
 |
 |
L |
 |
Duke Energy |
102.444 |
8/12/24 |
0.62 |
89.775 |
14.11 |
85.231 |
4.545 |
5.33 |
|
7.92 |
| |  |
 |
 |
 |
S |
 |
McDonald´s |
243.492 |
8/12/24 |
0.58 |
225.898 |
7.79 |
250.390 |
-24.492 |
-9.78 |
|
-8.59 |
| |  |
 |
 |
 |
|
 |
FirstEnergy |
38.133 |
8/12/24 |
0.55 |
34.618 |
10.15 |
34.473 |
0.145 |
0.42 |
|
4.53 |
| |  |
 |
 |
 |
|
 |
Edison International |
74.468 |
8/12/24 |
0.52 |
64.329 |
15.76 |
62.216 |
2.114 |
3.40 |
|
5.56 |
| |  |
 |
 |
 |
|
 |
Atmos Energy |
116.243 |
8/12/24 |
0.46 |
104.803 |
10.92 |
104.337 |
0.466 |
0.45 |
|
3.00 |
| |  |
 |
 |
 |
|
 |
Dominion Resources |
49.447 |
8/12/24 |
0.46 |
43.383 |
13.98 |
43.361 |
0.022 |
0.05 |
|
2.24 |
| |  |
 |
 |
 |
L |
 |
Southern |
78.796 |
8/12/24 |
0.46 |
69.579 |
13.25 |
62.692 |
6.887 |
10.99 |
|
11.60 |
| |  |
 |
 |
 |
|
 |
Nike |
67.447 |
8/12/24 |
0.40 |
69.426 |
-2.85 |
84.251 |
-14.825 |
-17.60 |
|
-22.79 |
| |  |
 |
 |
 |
L |
 |
AES |
15.100 |
8/12/24 |
0.30 |
15.759 |
-4.19 |
14.783 |
0.976 |
6.60 |
|
1.11 |
| |  |
 |
 |
 |
L |
 |
American Water |
128.821 |
8/12/24 |
0.20 |
115.448 |
11.58 |
105.271 |
10.176 |
9.67 |
|
1.06 |
| |  |
 |
 |
 |
L |
 |
C.H. Robinson |
89.188 |
8/12/24 |
0.20 |
78.444 |
13.70 |
67.239 |
11.205 |
16.66 |
|
6.20 |
| |  |
 |
 |
 |
|
 |
Southwest Airlines |
22.934 |
8/12/24 |
0.20 |
25.401 |
-9.71 |
25.621 |
-0.220 |
-0.86 |
|
-2.10 |
| |  |
 |
 |
 |
|
 |
JP Morgan Chase |
186.319 |
8/12/24 |
0.19 |
185.650 |
0.36 |
175.081 |
10.570 |
6.04 |
|
26.65 |
| |  |
 |
 |
 |
|
 |
Microsoft |
367.605 |
8/12/24 |
0.19 |
412.714 |
-10.93 |
380.016 |
32.699 |
8.60 |
|
25.25 |
| |  |
 |
 |
 |
L |
 |
NextEra Energy |
70.103 |
8/12/24 |
0.15 |
63.164 |
10.99 |
56.266 |
6.897 |
12.26 |
|
12.94 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
3/25/24 |
prc diff |
⇓ Δ14 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Xcel Energy |
52.429 |
8/12/24 |
0.10 |
47.377 |
10.66 |
47.163 |
0.215 |
0.45 |
|
-7.84 |
| |  |
 |
 |
 |
|
 |
Visa |
234.844 |
8/12/24 |
0.05 |
237.871 |
-1.27 |
252.718 |
-14.847 |
-5.87 |
|
4.41 |
| |  |
 |
 |
 |
|
 |
Expeditors Wash |
107.631 |
8/12/24 |
0.03 |
109.222 |
-1.46 |
107.895 |
1.326 |
1.23 |
|
2.91 |
| |  |
 |
 |
 |
|
 |
Chevron |
131.044 |
8/12/24 |
0.02 |
141.436 |
-7.35 |
140.616 |
0.820 |
0.58 |
|
2.58 |
| |  |
 |
 |
 |
L |
 |
Kirby |
105.282 |
8/12/24 |
-0.14 |
109.384 |
-3.75 |
83.101 |
26.283 |
31.63 |
|
44.01 |
| |  |
 |
 |
 |
S |
 |
J.B. Hunt |
147.084 |
8/12/24 |
-0.20 |
143.388 |
2.58 |
172.547 |
-29.159 |
-16.90 |
|
-13.22 |
| |  |
 |
 |
 |
|
 |
Alaska Air Group |
31.257 |
8/12/24 |
-0.26 |
36.226 |
-13.72 |
35.660 |
0.567 |
1.59 |
|
2.67 |
| |  |
 |
 |
 |
|
 |
Walt Disney |
77.667 |
8/12/24 |
-0.30 |
88.592 |
-12.33 |
107.266 |
-18.675 |
-17.41 |
|
5.24 |
| |  |
 |
 |
 |
S |
 |
Union Pacific |
213.934 |
8/12/24 |
-0.32 |
203.190 |
5.29 |
219.143 |
-15.953 |
-7.28 |
|
0.55 |
| |  |
 |
 |
 |
|
 |
American Express |
214.205 |
8/12/24 |
-0.34 |
211.277 |
1.39 |
203.129 |
8.149 |
4.01 |
|
29.31 |
| |  |
 |
 |
 |
L |
 |
AEP |
87.778 |
8/12/24 |
-0.40 |
78.869 |
11.30 |
74.474 |
4.395 |
5.90 |
|
9.22 |
| |  |
 |
 |
 |
S |
 |
Johnson & Johnson |
144.472 |
8/12/24 |
-0.46 |
132.327 |
9.18 |
139.493 |
-7.166 |
-5.14 |
|
-4.79 |
| |  |
 |
 |
 |
S |
 |
salesforce.com |
227.091 |
8/12/24 |
-0.48 |
231.519 |
-1.91 |
275.050 |
-43.531 |
-15.83 |
|
6.95 |
| |  |
 |
 |
 |
|
 |
Exelon |
33.344 |
8/12/24 |
-0.54 |
31.220 |
6.80 |
33.116 |
-1.896 |
-5.73 |
|
-7.42 |
| |  |
 |
 |
 |
|
 |
Verizon |
36.624 |
8/12/24 |
-0.54 |
37.717 |
-2.90 |
36.729 |
0.988 |
2.69 |
|
15.08 |
| |  |
 |
 |
 |
|
 |
Delta Air Lines |
35.296 |
8/12/24 |
-0.61 |
42.398 |
-16.75 |
40.818 |
1.580 |
3.87 |
|
14.19 |
| |  |
 |
 |
 |
L |
 |
3M |
111.472 |
8/12/24 |
-0.65 |
90.914 |
22.61 |
94.218 |
-3.304 |
-3.51 |
|
4.12 |
| |  |
 |
 |
 |
|
 |
Caterpillar |
303.646 |
8/12/24 |
-0.66 |
297.366 |
2.11 |
319.885 |
-22.519 |
-7.04 |
|
15.10 |
| |  |
 |
 |
 |
L |
 |
Honeywell |
177.825 |
8/12/24 |
-0.73 |
190.620 |
-6.71 |
178.370 |
12.250 |
6.87 |
|
9.36 |
| |  |
 |
 |
 |
L |
 |
Coca-Cola |
61.600 |
8/12/24 |
-0.74 |
57.182 |
7.73 |
54.280 |
2.901 |
5.35 |
|
8.35 |
| |  |
 |
 |
 |
S |
 |
UPS |
112.827 |
8/12/24 |
-0.76 |
122.848 |
-8.16 |
140.706 |
-17.858 |
-12.69 |
|
-10.63 |
| |  |
 |
 |
 |
L |
 |
Amgen |
289.161 |
8/12/24 |
-0.77 |
281.037 |
2.89 |
252.367 |
28.670 |
11.36 |
|
16.06 |
| |  |
 |
 |
 |
|
 |
Home Depot |
312.484 |
8/12/24 |
-0.81 |
303.791 |
2.86 |
344.653 |
-40.862 |
-11.86 |
|
3.43 |
| |  |
 |
 |
 |
|
 |
Dow |
47.187 |
8/12/24 |
-0.84 |
47.558 |
-0.78 |
51.575 |
-4.017 |
-7.79 |
|
-0.95 |
| |  |
 |
 |
 |
|
 |
Merck (MSD) |
102.544 |
8/12/24 |
-0.93 |
115.574 |
-11.27 |
112.614 |
2.961 |
2.63 |
|
13.76 |
| |
|
⇓instrument |
freshest |
Δday |
7/01/24 |
⇓ Δwk |
3/25/24 |
prc diff |
⇓ Δ14 |
|
⇓∅-RS |
| |  |
 |
 |
 |
L |
 |
Goldman Sachs |
438.712 |
8/12/24 |
-0.97 |
418.976 |
4.71 |
363.911 |
55.065 |
15.13 |
|
29.55 |
| |  |
 |
 |
 |
|
 |
Norfolk Southern |
214.323 |
8/12/24 |
-1.02 |
193.431 |
10.80 |
222.900 |
-29.469 |
-13.22 |
|
-3.07 |
| |  |
 |
 |
 |
|
 |
IBM |
171.220 |
8/12/24 |
-1.03 |
158.225 |
8.21 |
169.662 |
-11.436 |
-6.74 |
|
12.11 |
| |  |
 |
 |
 |
|
 |
Landstar System |
167.271 |
8/12/24 |
-1.04 |
165.725 |
0.93 |
164.836 |
0.890 |
0.54 |
|
0.91 |
| |  |
 |
 |
 |
|
 |
Ryder System |
119.134 |
8/12/24 |
-1.29 |
110.866 |
7.46 |
103.348 |
7.518 |
7.27 |
|
16.53 |
| |  |
 |
 |
 |
|
 |
Travelers Companies |
189.518 |
8/12/24 |
-1.29 |
183.409 |
3.33 |
202.679 |
-19.270 |
-9.51 |
|
9.82 |
| |  |
 |
 |
 |
S |
 |
Cisco Systems |
40.537 |
8/12/24 |
-1.34 |
42.940 |
-5.60 |
44.646 |
-1.706 |
-3.82 |
|
-4.22 |
| |  |
 |
 |
 |
S |
 |
Old Dominion FL |
172.250 |
8/12/24 |
-1.35 |
161.478 |
6.67 |
195.476 |
-33.998 |
-17.39 |
|
-8.32 |
| |  |
 |
 |
 |
S |
 |
CSX |
30.272 |
8/12/24 |
-1.47 |
30.353 |
-0.27 |
33.107 |
-2.754 |
-8.32 |
|
2.53 |
| |  |
 |
 |
 |
S |
 |
Intel |
17.494 |
8/12/24 |
-1.78 |
27.868 |
-37.22 |
37.592 |
-9.724 |
-25.87 |
|
-16.59 |
| |  |
 |
 |
 |
L |
 |
Procter & Gamble |
150.734 |
8/12/24 |
-2.19 |
147.038 |
2.51 |
143.960 |
3.079 |
2.14 |
|
7.34 |
| |  |
 |
 |
 |
|
 |
Boeing |
148.313 |
8/12/24 |
-2.25 |
168.707 |
-12.09 |
172.016 |
-3.309 |
-1.92 |
|
-6.38 |
| |  |
 |
 |
 |
|
 |
United Airlines |
36.525 |
8/12/24 |
-2.51 |
43.672 |
-16.37 |
40.342 |
3.331 |
8.26 |
|
9.30 |
| |  |
 |
 |
 |
S |
 |
American Airlines |
8.684 |
8/12/24 |
-2.54 |
9.976 |
-12.95 |
13.408 |
-3.432 |
-25.60 |
|
-19.25 |
| |  |
 |
 |
 |
|
 |
Avis Budget |
75.101 |
8/12/24 |
-4.43 |
91.519 |
-17.94 |
106.467 |
-14.947 |
-14.04 |
|
-33.32 |
| |  |
 |
 |
 |
S |
 |
Walgreens Boots |
9.217 |
8/12/24 |
-4.49 |
10.464 |
-11.92 |
18.540 |
-8.076 |
-43.56 |
|
-45.76 |
| DJCA - 65 out of 65 instruments rated - 7/01/24 / 3/25/24 - 38 did rise, Market-Ratio(14) in CHF = 58.46 % |
| Stock Exchange Currency: USD $ Dollar |
Technical Chart
Transactions Dow Jones Composite Average in Swiss Franc * L14 - 40 ex 3 (1)
|
⇐ |
| |
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | | | long |
1/02/06 |
4/17/06 |
105 |
 |
 |
 |
salesforce.com |
100 |
889 |
|
11.247 |
10.645 |
|
-0.602 |
-5 |
9,464 |
-17 |
|
| |
4/17/06 |
5/01/06 |
14 |
 |
 |
 |
Expeditors Wash |
100 |
162 |
|
58.156 |
53.130 |
|
-5.026 |
-9 |
8,650 |
-91 |
|
| |
5/01/06 |
6/05/06 |
35 |
 |
 |
 |
Kirby |
100 |
185 |
|
46.556 |
44.061 |
|
-2.495 |
-5 |
8,189 |
-44 |
|
| 6/05/06 |
6/12/06 |
7 |
|
- cash - |
| |
6/12/06 |
8/07/06 |
56 |
 |
 |
 |
Expeditors Wash |
100 |
142 |
|
57.287 |
49.893 |
|
-7.395 |
-13 |
7,138 |
-59 |
|
| |
8/07/06 |
10/09/06 |
63 |
 |
 |
 |
Merck (MSD) |
100 |
142 |
|
49.966 |
52.753 |
|
2.787 |
6 |
7,534 |
37 |
|
| |
10/09/06 |
10/30/06 |
21 |
 |
 |
 |
salesforce.com |
100 |
593 |
|
12.697 |
12.418 |
|
-0.279 |
-2 |
7,369 |
-32 |
|
| |
10/30/06 |
11/06/06 |
7 |
 |
 |
 |
American Airlines |
100 |
115 |
|
64.031 |
62.784 |
|
-1.246 |
-2 |
7,226 |
-64 |
|
| |
11/06/06 |
11/20/06 |
14 |
 |
 |
 |
salesforce.com |
100 |
548 |
|
13.169 |
12.917 |
|
-0.253 |
-2 |
7,087 |
-40 |
|
| |
11/20/06 |
1/29/07 |
70 |
 |
 |
 |
American Airlines |
100 |
95 |
|
74.458 |
68.234 |
|
-6.223 |
-8 |
6,496 |
-37 |
|
| |
1/29/07 |
2/26/07 |
28 |
 |
 |
 |
United Airlines |
100 |
115 |
|
56.450 |
51.971 |
|
-4.479 |
-8 |
5,981 |
-66 |
|
| |
2/26/07 |
3/26/07 |
28 |
 |
 |
 |
salesforce.com |
100 |
413 |
|
14.455 |
13.109 |
|
-1.346 |
-9 |
5,425 |
-72 |
|
| |
3/26/07 |
5/07/07 |
42 |
 |
 |
 |
NextEra Energy |
100 |
286 |
|
18.927 |
19.338 |
|
0.412 |
2 |
5,542 |
21 |
|
| |
5/07/07 |
7/30/07 |
84 |
 |
 |
 |
Apple |
100 |
1,232 |
|
4.497 |
6.103 |
|
1.606 |
36 |
7,521 |
277 |
|
| 7/30/07 |
8/06/07 |
7 |
|
- cash - |
| |
8/06/07 |
8/20/07 |
14 |
 |
 |
 |
Apple |
100 |
1,307 |
|
5.751 |
5.273 |
|
-0.478 |
-8 |
6,896 |
-90 |
|
| 8/20/07 |
9/17/07 |
28 |
|
- cash - |
| |
9/17/07 |
1/14/08 |
119 |
 |
 |
 |
Apple |
100 |
1,172 |
|
5.880 |
7.032 |
|
1.152 |
20 |
8,247 |
73 |
|
| 1/14/08 |
4/21/08 |
98 |
|
- cash - |
| |
4/21/08 |
6/30/08 |
70 |
 |
 |
 |
CSX |
100 |
1,202 |
|
6.857 |
7.108 |
|
0.250 |
4 |
8,548 |
21 |
|
| 6/30/08 |
7/07/08 |
7 |
|
- cash - |
| |
7/07/08 |
7/14/08 |
7 |
 |
 |
 |
salesforce.com |
100 |
496 |
|
17.206 |
15.845 |
|
-1.361 |
-8 |
7,872 |
-99 |
|
| 7/14/08 |
2/02/09 |
203 |
|
- cash - |
| |
2/02/09 |
2/09/09 |
7 |
 |
 |
 |
Alaska Air Group |
100 |
1,004 |
|
7.838 |
8.338 |
|
0.500 |
6 |
8,375 |
2,420 |
|
| 2/09/09 |
4/27/09 |
77 |
|
- cash - |
| |
4/27/09 |
5/10/10 |
378 |
 |
 |
 |
Avis Budget |
100 |
3,435 |
|
2.438 |
13.863 |
|
11.425 |
469 |
47,620 |
436 |
|
| |
5/10/10 |
6/07/10 |
28 |
 |
 |
 |
United Airlines |
100 |
2,215 |
|
21.497 |
23.590 |
|
2.093 |
10 |
52,256 |
236 |
|
| 6/07/10 |
6/14/10 |
7 |
|
- cash - |
| |
6/14/10 |
6/28/10 |
14 |
 |
 |
 |
United Airlines |
100 |
1,985 |
|
26.319 |
22.743 |
|
-3.576 |
-14 |
45,158 |
-98 |
|
| 6/28/10 |
7/26/10 |
28 |
|
- cash - |
| |
7/26/10 |
8/02/10 |
7 |
 |
 |
 |
United Airlines |
100 |
1,765 |
|
25.576 |
25.159 |
|
-0.417 |
-2 |
44,422 |
-58 |
|
| 8/02/10 |
8/09/10 |
7 |
|
- cash - |
| |
8/09/10 |
8/23/10 |
14 |
 |
 |
 |
United Airlines |
100 |
1,840 |
|
24.134 |
21.169 |
|
-2.965 |
-12 |
38,965 |
-97 |
|
| 8/23/10 |
8/30/10 |
7 |
|
- cash - |
| |
8/30/10 |
12/13/10 |
105 |
 |
 |
 |
United Airlines |
100 |
1,830 |
|
21.288 |
24.714 |
|
3.426 |
16 |
45,235 |
68 |
|
| |
12/13/10 |
2/28/11 |
77 |
 |
 |
 |
salesforce.com |
100 |
1,281 |
|
35.290 |
30.702 |
|
-4.589 |
-13 |
39,357 |
-48 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | | | |
2/28/11 |
5/23/11 |
84 |
 |
 |
 |
Caterpillar |
100 |
411 |
|
95.566 |
89.451 |
|
-6.115 |
-6 |
36,844 |
-25 |
|
| |
5/23/11 |
8/01/11 |
70 |
 |
 |
 |
UnitedHealth |
100 |
853 |
|
43.158 |
37.756 |
|
-5.402 |
-13 |
32,236 |
-50 |
|
| |
8/01/11 |
8/08/11 |
7 |
 |
 |
 |
Kirby |
100 |
690 |
|
46.696 |
36.491 |
|
-10.205 |
-22 |
25,195 |
-100 |
|
| 8/08/11 |
9/19/11 |
42 |
|
- cash - |
| |
9/19/11 |
9/26/11 |
7 |
 |
 |
 |
Apple |
100 |
1,956 |
|
12.880 |
13.031 |
|
0.151 |
1 |
25,490 |
83 |
|
| 9/26/11 |
10/24/11 |
28 |
|
- cash - |
| |
10/24/11 |
1/23/12 |
91 |
 |
 |
 |
Visa |
100 |
1,226 |
|
20.790 |
23.278 |
|
2.488 |
12 |
28,540 |
57 |
|
| |
1/23/12 |
2/06/12 |
14 |
 |
 |
 |
Home Depot |
100 |
680 |
|
41.957 |
41.516 |
|
-0.441 |
-1 |
28,240 |
-24 |
|
| |
2/06/12 |
2/20/12 |
14 |
 |
 |
 |
American Airlines |
100 |
3,360 |
|
8.404 |
7.252 |
|
-1.152 |
-14 |
24,368 |
-98 |
|
| |
2/20/12 |
6/04/12 |
105 |
 |
 |
 |
Apple |
100 |
1,441 |
|
16.900 |
19.489 |
|
2.590 |
15 |
28,100 |
64 |
|
| 6/04/12 |
6/11/12 |
7 |
|
- cash - |
| |
6/11/12 |
11/12/12 |
154 |
 |
 |
 |
American Airlines |
100 |
2,582 |
|
10.879 |
11.659 |
|
0.780 |
7 |
30,113 |
18 |
|
| 11/12/12 |
12/03/12 |
21 |
|
- cash - |
| |
12/03/12 |
2/04/13 |
63 |
 |
 |
 |
American Airlines |
100 |
2,562 |
|
11.751 |
12.706 |
|
0.955 |
8 |
32,558 |
57 |
|
| |
2/04/13 |
8/12/13 |
189 |
 |
 |
 |
Avis Budget |
100 |
1,616 |
|
20.144 |
26.492 |
|
6.348 |
32 |
42,816 |
70 |
|
| |
8/12/13 |
8/19/13 |
7 |
 |
 |
 |
Delta Air Lines |
100 |
2,198 |
|
19.475 |
17.677 |
|
-1.799 |
-9 |
38,862 |
-99 |
|
| 8/19/13 |
9/09/13 |
21 |
|
- cash - |
| |
9/09/13 |
4/14/14 |
217 |
 |
 |
 |
Delta Air Lines |
100 |
1,915 |
|
20.284 |
27.923 |
|
7.639 |
38 |
53,491 |
71 |
|
| |
4/14/14 |
9/08/14 |
147 |
 |
 |
 |
American Airlines |
100 |
1,821 |
|
29.366 |
35.766 |
|
6.400 |
22 |
65,145 |
63 |
|
| |
9/08/14 |
3/30/15 |
203 |
 |
 |
 |
Southwest Airlines |
100 |
2,119 |
|
30.742 |
43.123 |
|
12.381 |
40 |
91,379 |
84 |
|
| 3/30/15 |
4/13/15 |
14 |
|
- cash - |
| |
4/13/15 |
5/04/15 |
21 |
 |
 |
 |
Matson |
100 |
2,234 |
|
40.896 |
38.656 |
|
-2.240 |
-5 |
86,375 |
-62 |
|
| 5/04/15 |
5/11/15 |
7 |
|
- cash - |
| |
5/11/15 |
6/01/15 |
21 |
 |
 |
 |
Matson |
100 |
2,150 |
|
40.157 |
39.032 |
|
-1.125 |
-3 |
83,956 |
-39 |
|
| 6/01/15 |
7/20/15 |
49 |
|
- cash - |
| |
7/20/15 |
7/27/15 |
7 |
 |
 |
 |
Alaska Air Group |
100 |
1,174 |
|
71.469 |
70.295 |
|
-1.174 |
-2 |
82,578 |
-58 |
|
| 7/27/15 |
8/03/15 |
7 |
|
- cash - |
| |
8/03/15 |
8/24/15 |
21 |
 |
 |
 |
Alaska Air Group |
100 |
1,092 |
|
75.612 |
68.050 |
|
-7.562 |
-10 |
74,320 |
-84 |
|
| 8/24/15 |
10/05/15 |
42 |
|
- cash - |
| |
10/05/15 |
10/19/15 |
14 |
 |
 |
 |
Alaska Air Group |
100 |
941 |
|
78.943 |
73.484 |
|
-5.459 |
-7 |
69,184 |
-85 |
|
| |
10/19/15 |
11/09/15 |
21 |
 |
 |
 |
Nike |
100 |
1,086 |
|
63.671 |
65.471 |
|
1.799 |
3 |
71,138 |
62 |
|
| 11/09/15 |
11/30/15 |
21 |
|
- cash - |
| |
11/30/15 |
12/07/15 |
7 |
 |
 |
 |
Matson |
100 |
1,337 |
|
53.203 |
47.884 |
|
-5.318 |
-10 |
64,027 |
-100 |
|
| |
12/07/15 |
12/21/15 |
14 |
 |
 |
 |
Alaska Air Group |
100 |
741 |
|
86.338 |
81.880 |
|
-4.458 |
-5 |
60,724 |
-75 |
|
| |
12/21/15 |
1/04/16 |
14 |
 |
 |
 |
Nike |
100 |
942 |
|
64.412 |
61.651 |
|
-2.762 |
-4 |
58,122 |
-68 |
|
| |
1/04/16 |
1/11/16 |
7 |
 |
 |
 |
McDonald´s |
100 |
493 |
|
117.830 |
116.862 |
|
-0.968 |
-1 |
57,645 |
-35 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | |
| 1/11/16 |
2/22/16 |
42 |
|
- cash - |
| |
2/22/16 |
2/29/16 |
7 |
 |
 |
 |
Atmos Energy |
100 |
821 |
|
70.207 |
69.314 |
|
-0.893 |
-1 |
56,912 |
-49 |
|
| 2/29/16 |
3/07/16 |
7 |
|
- cash - |
| |
3/07/16 |
6/27/16 |
112 |
 |
 |
 |
Atmos Energy |
100 |
808 |
|
70.365 |
76.108 |
|
5.742 |
8 |
61,552 |
29 |
|
| 6/27/16 |
7/04/16 |
7 |
|
- cash - |
| |
7/04/16 |
8/29/16 |
56 |
 |
 |
 |
American Water |
100 |
753 |
|
81.649 |
73.746 |
|
-7.904 |
-10 |
55,600 |
-49 |
|
| |
8/29/16 |
9/19/16 |
21 |
 |
 |
 |
Merck (MSD) |
100 |
902 |
|
61.603 |
60.090 |
|
-1.513 |
-2 |
54,236 |
-35 |
|
| |
9/19/16 |
10/10/16 |
21 |
 |
 |
 |
AES |
100 |
4,358 |
|
12.443 |
11.466 |
|
-0.978 |
-8 |
49,976 |
-76 |
|
| |
10/10/16 |
10/17/16 |
7 |
 |
 |
 |
Caterpillar |
100 |
576 |
|
86.676 |
86.346 |
|
-0.330 |
0 |
49,786 |
-18 |
|
| 10/17/16 |
10/31/16 |
14 |
|
- cash - |
| |
10/31/16 |
12/12/16 |
42 |
 |
 |
 |
Old Dominion FL |
100 |
2,022 |
|
24.613 |
29.967 |
|
5.355 |
22 |
60,612 |
453 |
|
| |
12/12/16 |
3/27/17 |
105 |
 |
 |
 |
Goldman Sachs |
100 |
252 |
|
240.381 |
222.159 |
|
-18.222 |
-8 |
56,020 |
-24 |
|
| |
3/27/17 |
8/21/17 |
147 |
 |
 |
 |
CSX |
100 |
3,691 |
|
15.176 |
15.618 |
|
0.441 |
3 |
57,649 |
7 |
|
| |
8/21/17 |
3/26/18 |
217 |
 |
 |
 |
Boeing |
100 |
254 |
|
226.740 |
311.082 |
|
84.341 |
37 |
79,071 |
70 |
|
| 3/26/18 |
4/16/18 |
21 |
|
- cash - |
| |
4/16/18 |
4/23/18 |
7 |
 |
 |
 |
Avis Budget |
100 |
1,659 |
|
47.637 |
46.524 |
|
-1.113 |
-2 |
77,225 |
-71 |
|
| 4/23/18 |
5/14/18 |
21 |
|
- cash - |
| |
5/14/18 |
6/11/18 |
28 |
 |
 |
 |
Intel |
100 |
1,406 |
|
54.917 |
53.710 |
|
-1.207 |
-2 |
75,528 |
-25 |
|
| |
6/11/18 |
7/02/18 |
21 |
 |
 |
 |
Old Dominion FL |
100 |
1,422 |
|
53.096 |
49.353 |
|
-3.743 |
-7 |
70,206 |
-72 |
|
| |
7/02/18 |
10/08/18 |
98 |
 |
 |
 |
salesforce.com |
100 |
503 |
|
139.431 |
147.423 |
|
7.991 |
6 |
74,226 |
23 |
|
| |
10/08/18 |
11/26/18 |
49 |
 |
 |
 |
AES |
100 |
5,067 |
|
14.648 |
15.368 |
|
0.720 |
5 |
77,873 |
43 |
|
| 11/26/18 |
12/03/18 |
7 |
|
- cash - |
| |
12/03/18 |
12/10/18 |
7 |
 |
 |
 |
United Airlines |
100 |
809 |
|
96.254 |
87.624 |
|
-8.629 |
-9 |
70,892 |
-99 |
|
| 12/10/18 |
1/21/19 |
42 |
|
- cash - |
| |
1/21/19 |
4/29/19 |
98 |
 |
 |
 |
AES |
100 |
4,572 |
|
15.505 |
17.555 |
|
2.050 |
13 |
80,263 |
59 |
|
| |
4/29/19 |
5/20/19 |
21 |
 |
 |
 |
Walt Disney |
100 |
565 |
|
142.008 |
134.966 |
|
-7.042 |
-5 |
76,284 |
-59 |
|
| |
5/20/19 |
6/03/19 |
14 |
 |
 |
 |
Procter & Gamble |
100 |
705 |
|
108.176 |
103.100 |
|
-5.076 |
-5 |
72,706 |
-71 |
|
| |
6/03/19 |
7/15/19 |
42 |
 |
 |
 |
American Water |
100 |
641 |
|
113.291 |
114.178 |
|
0.887 |
1 |
73,274 |
7 |
|
| |
7/15/19 |
7/22/19 |
7 |
 |
 |
 |
Walt Disney |
100 |
513 |
|
142.806 |
138.275 |
|
-4.531 |
-3 |
70,950 |
-81 |
|
| |
7/22/19 |
8/05/19 |
14 |
 |
 |
 |
Visa |
100 |
400 |
|
177.281 |
164.414 |
|
-12.867 |
-7 |
65,803 |
-86 |
|
| |
8/05/19 |
10/07/19 |
63 |
 |
 |
 |
Procter & Gamble |
100 |
597 |
|
110.103 |
122.084 |
|
11.981 |
11 |
72,955 |
82 |
|
| |
10/07/19 |
10/14/19 |
7 |
 |
 |
 |
Southern |
100 |
1,185 |
|
61.539 |
60.734 |
|
-0.804 |
-1 |
72,002 |
-50 |
|
| |
10/14/19 |
3/02/20 |
140 |
 |
 |
 |
Apple |
100 |
1,224 |
|
58.788 |
71.474 |
|
12.687 |
22 |
87,531 |
66 |
|
| L/S | date buy | date sell | days | | instrument | spl | pieces | | prc buy | prc sell | | prc diff | d % | asset | yield | |
| 3/02/20 |
6/08/20 |
98 |
|
- cash - |
| |
6/08/20 |
8/17/20 |
70 |
 |
 |
 |
Old Dominion FL |
100 |
1,095 |
|
79.868 |
87.516 |
|
7.648 |
10 |
95,906 |
61 |
|
| |
8/17/20 |
10/26/20 |
70 |
 |
 |
 |
Apple |
100 |
924 |
|
103.793 |
104.365 |
|
0.573 |
1 |
96,435 |
3 |
|
| |
10/26/20 |
1/11/21 |
77 |
 |
 |
 |
FedEx |
100 |
382 |
|
251.837 |
218.070 |
|
-33.768 |
-13 |
83,535 |
-49 |
|
| |
1/11/21 |
3/29/21 |
77 |
 |
 |
 |
Matson |
100 |
1,494 |
|
55.889 |
61.874 |
|
5.985 |
11 |
92,478 |
62 |
|
| |
3/29/21 |
7/19/21 |
112 |
 |
 |
 |
Avis Budget |
100 |
1,440 |
|
64.200 |
63.064 |
|
-1.135 |
-2 |
90,843 |
-6 |
|
| 7/19/21 |
7/26/21 |
7 |
|
- cash - |
| |
7/26/21 |
8/09/21 |
14 |
 |
 |
 |
Avis Budget |
100 |
1,223 |
|
74.238 |
73.255 |
|
-0.983 |
-1 |
89,641 |
-29 |
|
| 8/09/21 |
8/16/21 |
7 |
|
- cash - |
| |
8/16/21 |
9/20/21 |
35 |
 |
 |
 |
Avis Budget |
100 |
1,049 |
|
85.391 |
88.032 |
|
2.641 |
3 |
92,411 |
37 |
|
| 9/20/21 |
9/27/21 |
7 |
|
- cash - |
| |
9/27/21 |
5/09/22 |
224 |
 |
 |
 |
Avis Budget |
100 |
830 |
|
111.228 |
225.399 |
|
114.171 |
103 |
187,173 |
216 |
|
| 5/09/22 |
5/16/22 |
7 |
|
- cash - |
| |
5/16/22 |
6/13/22 |
28 |
 |
 |
 |
Avis Budget |
100 |
900 |
|
207.852 |
158.275 |
|
-49.577 |
-24 |
142,554 |
-97 |
|
| 6/13/22 |
8/08/22 |
56 |
|
- cash - |
| |
8/08/22 |
9/05/22 |
28 |
 |
 |
 |
Chevron |
100 |
973 |
|
146.497 |
154.666 |
|
8.170 |
6 |
150,503 |
103 |
|
| 9/05/22 |
9/12/22 |
7 |
|
- cash - |
| |
9/12/22 |
10/03/22 |
21 |
 |
 |
 |
Sempra |
100 |
1,802 |
|
83.511 |
77.015 |
|
-6.496 |
-8 |
138,796 |
-76 |
|
| 10/03/22 |
10/31/22 |
28 |
|
- cash - |
| |
10/31/22 |
11/07/22 |
7 |
 |
 |
 |
Chevron |
100 |
766 |
|
181.029 |
183.419 |
|
2.389 |
1 |
140,627 |
98 |
|
| 11/07/22 |
11/28/22 |
21 |
|
- cash - |
| |
11/28/22 |
12/19/22 |
21 |
 |
 |
 |
Merck (MSD) |
100 |
1,366 |
|
102.879 |
101.703 |
|
-1.176 |
-1 |
139,020 |
-18 |
|
| 12/19/22 |
12/26/22 |
7 |
|
- cash - |
| |
12/26/22 |
1/16/23 |
21 |
 |
 |
 |
Merck (MSD) |
100 |
1,334 |
|
104.213 |
103.904 |
|
-0.308 |
0 |
138,609 |
-5 |
|
| |
1/16/23 |
3/13/23 |
56 |
 |
 |
 |
Boeing |
100 |
699 |
|
198.210 |
185.171 |
|
-13.039 |
-7 |
129,495 |
-36 |
|
| 3/13/23 |
3/27/23 |
14 |
|
- cash - |
| |
3/27/23 |
5/08/23 |
42 |
 |
 |
 |
Boeing |
100 |
705 |
|
183.662 |
175.360 |
|
-8.302 |
-5 |
123,642 |
-33 |
|
| 5/08/23 |
6/05/23 |
28 |
|
- cash - |
| |
6/05/23 |
9/25/23 |
112 |
 |
 |
 |
Uber Technologies |
100 |
3,378 |
|
36.592 |
40.939 |
|
4.347 |
12 |
138,327 |
44 |
|
| 9/25/23 |
11/27/23 |
63 |
|
- cash - |
| |
11/27/23 |
5/13/24 |
168 |
 |
 |
 |
Uber Technologies |
100 |
2,800 |
|
49.396 |
59.880 |
|
10.484 |
21 |
167,681 |
52 |
|
| |
5/13/24 |
8/12/24 |
91 |
 |
 |
 |
Kirby |
100 |
1,615 |
|
103.769 |
105.282 |
|
1.513 |
1 |
170,125 |
6 |
|
| accum | 1/02/06 |
8/12/24 | 6090 |
days out of 7336 invested (83%) |
1,601 |
170,125 |
19 |
|
Instrument Related Contribution
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| Avis Budget | long | 4/27/09 | 5/10/10 | 378 | 2.44 | 13.86 | | 11.43 | 468.69 | | | |
| | | 2/04/13 | 8/12/13 | 189 | 20.14 | 26.49 | | 6.35 | 31.51 | | | |
| | | 4/16/18 | 4/23/18 | 7 | 47.64 | 46.52 | | -1.11 | -2.34 | | | |
| | | 3/29/21 | 7/19/21 | 112 | 64.20 | 63.06 | | -1.14 | -1.77 | | | |
| | | 7/26/21 | 8/09/21 | 14 | 74.24 | 73.26 | | -0.98 | -1.32 | | | |
| | | 8/16/21 | 9/20/21 | 35 | 85.39 | 88.03 | | 2.64 | 3.09 | | | |
| | | 9/27/21 | 5/09/22 | 224 | 111.23 | 225.40 | | 114.17 | 102.65 | | | |
| | | 5/16/22 | 6/13/22 | 28 | 207.85 | 158.28 | | -49.58 | -23.85 | | | 1,026.31 |
| Apple | | 5/07/07 | 7/30/07 | 84 | 4.50 | 6.10 | | 1.61 | 35.72 | | | |
| | | 8/06/07 | 8/20/07 | 14 | 5.75 | 5.27 | | -0.48 | -8.31 | | | |
| | | 9/17/07 | 1/14/08 | 119 | 5.88 | 7.03 | | 1.15 | 19.59 | | | |
| | | 9/19/11 | 9/26/11 | 7 | 12.88 | 13.03 | | 0.15 | 1.17 | | | |
| | | 2/20/12 | 6/04/12 | 105 | 16.90 | 19.49 | | 2.59 | 15.32 | | | |
| | | 10/14/19 | 3/02/20 | 140 | 58.79 | 71.47 | | 12.69 | 21.58 | | | |
| | | 8/17/20 | 10/26/20 | 70 | 103.79 | 104.37 | | 0.57 | 0.55 | | | 112.26 |
| Southwest Airlines | | 9/08/14 | 3/30/15 | 203 | 30.74 | 43.12 | | 12.38 | 40.27 | | | 40.27 |
| Uber Technologies | | 6/05/23 | 9/25/23 | 112 | 36.59 | 40.94 | | 4.35 | 11.88 | | | |
| | | 11/27/23 | 5/13/24 | 168 | 49.40 | 59.88 | | 10.48 | 21.22 | | | 35.63 |
| Delta Air Lines | | 8/12/13 | 8/19/13 | 7 | 19.48 | 17.68 | | -1.80 | -9.24 | | | |
| | | 9/09/13 | 4/14/14 | 217 | 20.28 | 27.92 | | 7.64 | 37.66 | | | 24.95 |
| Old Dominion FL | | 10/31/16 | 12/12/16 | 42 | 24.61 | 29.97 | | 5.35 | 21.76 | | | |
| | | 6/11/18 | 7/02/18 | 21 | 53.10 | 49.35 | | -3.74 | -7.05 | | | |
| | | 6/08/20 | 8/17/20 | 70 | 79.87 | 87.52 | | 7.65 | 9.58 | | | 24.01 |
| Boeing | | 8/21/17 | 3/26/18 | 217 | 226.74 | 311.08 | | 84.34 | 37.20 | | | |
| | | 1/16/23 | 3/13/23 | 56 | 198.21 | 185.17 | | -13.04 | -6.58 | | | |
| | | 3/27/23 | 5/08/23 | 42 | 183.66 | 175.36 | | -8.30 | -4.52 | | | 22.38 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| AES | | 9/19/16 | 10/10/16 | 21 | 12.44 | 11.47 | | -0.98 | -7.86 | | | |
| | | 10/08/18 | 11/26/18 | 49 | 14.65 | 15.37 | | 0.72 | 4.91 | | | |
| | | 1/21/19 | 4/29/19 | 98 | 15.51 | 17.55 | | 2.05 | 13.22 | | | 9.45 |
| American Airlines | | 10/30/06 | 11/06/06 | 7 | 64.03 | 62.78 | | -1.25 | -1.95 | | | |
| | | 11/20/06 | 1/29/07 | 70 | 74.46 | 68.23 | | -6.22 | -8.36 | | | |
| | | 2/06/12 | 2/20/12 | 14 | 8.40 | 7.25 | | -1.15 | -13.71 | | | |
| | | 6/11/12 | 11/12/12 | 154 | 10.88 | 11.66 | | 0.78 | 7.17 | | | |
| | | 12/03/12 | 2/04/13 | 63 | 11.75 | 12.71 | | 0.95 | 8.12 | | | |
| | | 4/14/14 | 9/08/14 | 147 | 29.37 | 35.77 | | 6.40 | 21.79 | | | 9.42 |
| Chevron | | 8/08/22 | 9/05/22 | 28 | 146.50 | 154.67 | | 8.17 | 5.58 | | | |
| | | 10/31/22 | 11/07/22 | 7 | 181.03 | 183.42 | | 2.39 | 1.32 | | | 6.97 |
| Atmos Energy | | 2/22/16 | 2/29/16 | 7 | 70.21 | 69.31 | | -0.89 | -1.27 | | | |
| | | 3/07/16 | 6/27/16 | 112 | 70.37 | 76.11 | | 5.74 | 8.16 | | | 6.79 |
| CSX | | 4/21/08 | 6/30/08 | 70 | 6.86 | 7.11 | | 0.25 | 3.65 | | | |
| | | 3/27/17 | 8/21/17 | 147 | 15.18 | 15.62 | | 0.44 | 2.91 | | | 6.66 |
| Procter & Gamble | | 5/20/19 | 6/03/19 | 14 | 108.18 | 103.10 | | -5.08 | -4.69 | | | |
| | | 8/05/19 | 10/07/19 | 63 | 110.10 | 122.08 | | 11.98 | 10.88 | | | 5.68 |
| Visa | | 10/24/11 | 1/23/12 | 91 | 20.79 | 23.28 | | 2.49 | 11.97 | | | |
| | | 7/22/19 | 8/05/19 | 14 | 177.28 | 164.41 | | -12.87 | -7.26 | | | 3.84 |
| NextEra Energy | | 3/26/07 | 5/07/07 | 42 | 18.93 | 19.34 | | 0.41 | 2.17 | | | 2.17 |
| Merck (MSD) | | 8/07/06 | 10/09/06 | 63 | 49.97 | 52.75 | | 2.79 | 5.58 | | | |
| | | 8/29/16 | 9/19/16 | 21 | 61.60 | 60.09 | | -1.51 | -2.46 | | | |
| | | 11/28/22 | 12/19/22 | 21 | 102.88 | 101.70 | | -1.18 | -1.14 | | | |
| | | 12/26/22 | 1/16/23 | 21 | 104.21 | 103.90 | | -0.31 | -0.30 | | | 1.51 |
| McDonald´s | | 1/04/16 | 1/11/16 | 7 | 117.83 | 116.86 | | -0.97 | -0.82 | | | -0.82 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| Home Depot | | 1/23/12 | 2/06/12 | 14 | 41.96 | 41.52 | | -0.44 | -1.05 | | | -1.05 |
| Southern | | 10/07/19 | 10/14/19 | 7 | 61.54 | 60.73 | | -0.80 | -1.31 | | | -1.31 |
| Nike | | 10/19/15 | 11/09/15 | 21 | 63.67 | 65.47 | | 1.80 | 2.83 | | | |
| | | 12/21/15 | 1/04/16 | 14 | 64.41 | 61.65 | | -2.76 | -4.29 | | | -1.58 |
| Intel | | 5/14/18 | 6/11/18 | 28 | 54.92 | 53.71 | | -1.21 | -2.20 | | | -2.20 |
| Caterpillar | | 2/28/11 | 5/23/11 | 84 | 95.57 | 89.45 | | -6.11 | -6.40 | | | |
| | | 10/10/16 | 10/17/16 | 7 | 86.68 | 86.35 | | -0.33 | -0.38 | | | -6.76 |
| Goldman Sachs | | 12/12/16 | 3/27/17 | 105 | 240.38 | 222.16 | | -18.22 | -7.58 | | | -7.58 |
| Sempra | | 9/12/22 | 10/03/22 | 21 | 83.51 | 77.01 | | -6.50 | -7.78 | | | -7.78 |
| Walt Disney | | 4/29/19 | 5/20/19 | 21 | 142.01 | 134.97 | | -7.04 | -4.96 | | | |
| | | 7/15/19 | 7/22/19 | 7 | 142.81 | 138.27 | | -4.53 | -3.17 | | | -7.97 |
| Matson | | 4/13/15 | 5/04/15 | 21 | 40.90 | 38.66 | | -2.24 | -5.48 | | | |
| | | 5/11/15 | 6/01/15 | 21 | 40.16 | 39.03 | | -1.13 | -2.80 | | | |
| | | 11/30/15 | 12/07/15 | 7 | 53.20 | 47.88 | | -5.32 | -10.00 | | | |
| | | 1/11/21 | 3/29/21 | 77 | 55.89 | 61.87 | | 5.99 | 10.71 | | | -8.45 |
| American Water | | 7/04/16 | 8/29/16 | 56 | 81.65 | 73.75 | | -7.90 | -9.68 | | | |
| | | 6/03/19 | 7/15/19 | 42 | 113.29 | 114.18 | | 0.89 | 0.78 | | | -8.97 |
| UnitedHealth | | 5/23/11 | 8/01/11 | 70 | 43.16 | 37.76 | | -5.40 | -12.52 | | | -12.52 |
| FedEx | | 10/26/20 | 1/11/21 | 77 | 251.84 | 218.07 | | -33.77 | -13.41 | | | -13.41 |
| Alaska Air Group | | 2/02/09 | 2/09/09 | 7 | 7.84 | 8.34 | | 0.50 | 6.38 | | | |
| | | 7/20/15 | 7/27/15 | 7 | 71.47 | 70.30 | | -1.17 | -1.64 | | | |
| | | 8/03/15 | 8/24/15 | 21 | 75.61 | 68.05 | | -7.56 | -10.00 | | | |
| | | 10/05/15 | 10/19/15 | 14 | 78.94 | 73.48 | | -5.46 | -6.91 | | | |
| | | 12/07/15 | 12/21/15 | 14 | 86.34 | 81.88 | | -4.46 | -5.16 | | | -16.87 |
| United Airlines | | 1/29/07 | 2/26/07 | 28 | 56.45 | 51.97 | | -4.48 | -7.94 | | | |
| | | 5/10/10 | 6/07/10 | 28 | 21.50 | 23.59 | | 2.09 | 9.74 | | | |
| | | 6/14/10 | 6/28/10 | 14 | 26.32 | 22.74 | | -3.58 | -13.59 | | | |
| | | 7/26/10 | 8/02/10 | 7 | 25.58 | 25.16 | | -0.42 | -1.63 | | | |
| | | 8/09/10 | 8/23/10 | 14 | 24.13 | 21.17 | | -2.97 | -12.29 | | | |
| | | 8/30/10 | 12/13/10 | 105 | 21.29 | 24.71 | | 3.43 | 16.09 | | | |
| | | 12/03/18 | 12/10/18 | 7 | 96.25 | 87.62 | | -8.63 | -8.97 | | | -20.39 |
| instrument | L/S | date buy | date sell | days | prc buy | prc sell | | prc diff | d % | | | total |
| Expeditors Wash | | 4/17/06 | 5/01/06 | 14 | 58.16 | 53.13 | | -5.03 | -8.64 | | | |
| | | 6/12/06 | 8/07/06 | 56 | 57.29 | 49.89 | | -7.39 | -12.91 | | | -20.43 |
| Kirby | | 5/01/06 | 6/05/06 | 35 | 46.56 | 44.06 | | -2.50 | -5.36 | | | |
| | | 8/01/11 | 8/08/11 | 7 | 46.70 | 36.49 | | -10.20 | -21.85 | | | |
| | | 5/13/24 | 8/12/24 | 91 | 103.77 | 105.28 | | 1.51 | 1.46 | | | -24.96 |
| salesforce.com | | 1/02/06 | 4/17/06 | 105 | 11.25 | 10.64 | | -0.60 | -5.36 | | | |
| | | 10/09/06 | 10/30/06 | 21 | 12.70 | 12.42 | | -0.28 | -2.20 | | | |
| | | 11/06/06 | 11/20/06 | 14 | 13.17 | 12.92 | | -0.25 | -1.92 | | | |
| | | 2/26/07 | 3/26/07 | 28 | 14.46 | 13.11 | | -1.35 | -9.31 | | | |
| | | 7/07/08 | 7/14/08 | 7 | 17.21 | 15.84 | | -1.36 | -7.91 | | | |
| | | 12/13/10 | 2/28/11 | 77 | 35.29 | 30.70 | | -4.59 | -13.00 | | | |
| | | 7/02/18 | 10/08/18 | 98 | 139.43 | 147.42 | | 7.99 | 5.73 | | | -30.26 |
Annotations
| 3/14/24 | DJCA | | | Component update: Uber Technologies replaces JetBlue Airways |
| 2/26/24 | Walmart | | | stock split 1:3 (three for one) |
| 8/22/23 | Sempra | | | stock split 1:2 (two for one) |
| 6/29/21 | CSX | | | stock split 1:3 (three for one) |
| 12/24/15 | Nike | | | stock split 1:2 (two for one) |
| 10/15/15 | DJCA | | | American Airlines replaces Con-Way |
| 3/19/15 | Visa | | | forward stock split 1:4 (four for one) |
| 3/18/15 | DJIA | | | Apple replaces AT&T |
|
|