Beach Investment Counsel’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-145,220	Closed	-$8.08M	–	157
2018 Q1	$8.08M	Buy	+145,220	New	+$8.08M	0.84%	37