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Transaction Details

Company: General Electric Co.
Ticker:GE
Yahoo Beta:1.09
Industry:Conglomerate

Company Description:  GE is a diversified industrial corporation whose products include appliances, lighting products, aircraft engines and plastics. GE also owns NBC.

Purchase Date:09 Oct 2002 Sale Date:01 Jun 2004
Purchase Price:$22.15 Sale Price:$30.98
  --Split Adjusted:$22.15  --Split Adjusted:$30.98
Shares Purchased:300 Shares Sold:300
  --Split Adjusted:300  --Split Adjusted:300
Transaction Fee:$138.01 Transaction Fee:$169.41
Price Range (6 Months Prior):    Price Range (6 Months After):    
High$40.61 High$0.00
Date11 Mar 2002 Date01 Jan 1996
Low$22.00 Low$0.00
Date09 Oct 2002 Date01 Jan 1996
S&P (Purchase Date):$779.76 S&P (Sale Date):$1,121.20

Purchase
Timing:  Bought at the 52 week low.
Reason:  Company has solid profit history. As a conglomerate, the company will provide diversification.

Sale
Timing:  
Reason:  We sold GE as part of our change in focus to small and mid-cap stocks.

S&P Gain: 43.79 % Annualized Gain: 26.23%
Stock Gain: 39.86 % Annualized Gain: 24.01%

Dividends:$348.00
Net Holding Return ($): $2,689.58
Net Holding Return (%): 39.65 %