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MFFAIS
Mutual Fund Facts
About Individual Stocks
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Affinity Wealth Management

Hypotheticals Contact Info Symbols SEC Sources Holdings/Transactions Report Options Columns to Show Preferences

Last Activity: 2009-11-02Fund Class: Institution

Transactions: Currently showing holdings/transactions Filed between 2009-08-04 and 2009-11-02
Prices: Currenty using base stock prices on Filing Date compared to stock prices on 2009-11-24

Hypotheticals
Hypotheticals use the owners holdings and changes reported as a model portfolio combining with stock price changes between the base price date and end price date. All results/returns are hypothetical and are not actual results!
 
Base Value:$3,336,638Current Value:$3,625,263
Change:$288,62 6 Performance:8.65 %

Worst Move:Lost $275 on changes made with Exxon Mobil Corp (XOM) buying shares when price went down.
Best Move:Made $275 on changes made with Exxon Mobil Corp (XOM) buying shares when price went up.
Best Save:Saved $-2,690 on changes made with Oneok Inc (OKE) selling shares when price went down.
Missed Move:Missed $494 on changes made with Foot Locker Inc (FL) selling shares when price went up.

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Contact Information

1702 Lovering Avenue,None,Wilmington De 19806,
Phone: 302-652-6767 Fax: Website:

Symbols

Unknown

SEC Sources

Form TypeFiledAs-Of/OnSec Filename
13F-HR/A2009-11-022009-09-30edgar/data/810672/0000810672-09-000005.txt

Reporting Options

Use 'As-Of/On' instead of 'Filed' for dates: Begin date: End date:
A begin price of 1900-01-01 will use the date filed for begin price: Begin Price date: End Price date:
- report date span limited to 100 days, all dates in format of yyyy-mm-dd, all fields required!

Show/Hide Columns

Filed As-Of/On Form FullName
Symbol Country Industry Shares
Activity Shares Change Shares Change Pct. Hypothetical Old Value
Hypothetical New Value Hypothetical Value Change Hypothetical Return Hypothetical Results
Director Ten Pct Other Officer
Officer Title History News Articles

   

Holdings/Transactions

FiledAs-Of/OnFormFullnameSymbolCountryIndustrySharesActivityShares ChangeShares Pct. ChangeHypothetical Old ValueHypothetical New Value Hypothetical Value Chg.Hypothetical ReturnHypothetical Results Director Other Ten Pct Officer Officer Title News Article History
2009-11-022009-09-30 13F-HR/AVerizon Communications IncVZUSTelephone-Integrated 7,835Sold Some-197-2.45 %$230,427$249,701$19,2748.36 % $-485News Article History of Affinity Wealth Management Ownership Of Verizon Communications Inc
2009-11-022009-09-30 13F-HR/APricelinecom IncPCLNUSE-Commerce/Services 2,521No Change00 %$409,864$531,628$121,76429.70 % $0News Article History of Affinity Wealth Management Ownership Of Pricelinecom Inc
2009-11-022009-09-30 13F-HR/AOneok IncOKEUSPipelines 8,055Sold Some-727-8.27 %$291,349$321,153$29,80410.22 % $-2,690News Article History of Affinity Wealth Management Ownership Of Oneok Inc
2009-11-022009-09-30 13F-HR/AOld Republic International CorpORIUSMulti-Line Insurance 15,331Sold Some-1,185-7.17 %$164,348$166,035$1,6861.02 % $-130News Article History of Affinity Wealth Management Ownership Of Old Republic International Corp
2009-11-022009-09-30 13F-HR/ANewfield Exploration CoNFXUSOil Comp-Explor And Prodtn 7,289Sold Some-433-5.60 %$305,045$312,552$7,5082.46 % $-446News Article History of Affinity Wealth Management Ownership Of Newfield Exploration Co
2009-11-022009-09-30 13F-HR/AJohnson And JohnsonJNJUSMedical Products 7,981Sold Some-91-1.12 %$474,790$504,240$29,4506.20 % $-336News Article History of Affinity Wealth Management Ownership Of Johnson And Johnson
2009-11-022009-09-30 13F-HR/AIdacorp IncIDAUSElectric-Integrated 7,300Sold Some-442-5.70 %$207,174$219,146$11,9725.77 % $-725News Article History of Affinity Wealth Management Ownership Of Idacorp Inc
2009-11-022009-09-30 13F-HR/AGeneral Electric CoGEUSDiversified Manufact Op 14,276Sold Some-391-2.66 %$206,574$230,129$23,55511.40 % $-645News Article History of Affinity Wealth Management Ownership Of General Electric Co
2009-11-022009-09-30 13F-HR/AFoot Locker IncFLUSRetail-Apparel/Shoe 12,785Sold Some-1,205-8.61 %$130,151$124,909$-5,242-4.02 % $494News Article History of Affinity Wealth Management Ownership Of Foot Locker Inc
2009-11-022009-09-30 13F-HR/AExxon Mobil CorpXOMUSOil Comp-Integrated 8,744Added More720.83 %$630,880$664,282$33,4025.29 % $275News Article History of Affinity Wealth Management Ownership Of Exxon Mobil Corp
2009-11-022009-09-30 13F-HR/AEnvirokare Tech IncENVK.OBUSAdvanced Materials/Prd 30,000No Change00 %---- % News Article History of Affinity Wealth Management Ownership Of Envirokare Tech Inc
2009-11-022009-09-30 13F-HR/AConocophillipsCOPUSOil Comp-Integrated 5,723Sold Some-231-3.87 %$286,036$301,488$15,4525.40 % $-624News Article History of Affinity Wealth Management Ownership Of Conocophillips
2009-11-022009-09-30 13F-HR/AEverest Re Group LtdREBMReinsurance 0Sold All-2,818-100 %---0.96 % $-2,339News Article History of Affinity Wealth Management Ownership Of Everest Re Group Ltd
Returned 13 Records!
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Note: All amounts are based on price of stock at date reported versus the current price! They do not represent actual profit/loss!
There has been no adjustmentsfor splits!
Note: All amounts in USD, converted using Intrabank Exchange Rate on Date Reported/Today
Information is provided 'as is' and solely for informational purposes, not for trading purposes or advice, and may be inaccurate!
Note: For security reasons, only (A-Z,a-z,0-9,space,period,colon,comma,forward slash,at) can be inputed - all others are stripped automatically!
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