WFC blew earnings out of the water with a surprise and off to the races we went. Out the gate JPM STT MSS were up 6-8% and I held feeling it was going to be a monster day cause we were showing strength everyone. It took me a while because JAVA was downgraded and SGR reported dismal earnings. But I sold JAVA to break even at $6.56 and SGR -2.5% then sold CX +13% MS +7.4% EBAY +7.6% CLF +1% then still holding JPM +19% STT +13% X+17% DO+9.5% CSCO +4% SQNM +7% AKAM +1%
Portfolio JPM STT X DO CSCO SQNM AKAM
CASH 33%
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