Beach Investment Management’s Micron Technology MU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-44,732
Closed -$1.57M 52
2014
Q4
$1.57M Buy
44,732
+11,440
+34% +$400K 2.2% 16
2014
Q3
$1.14M Sell
33,292
-1,528
-4% -$52.4K 1.67% 23
2014
Q2
$1.15M Hold
34,820
1.57% 26
2014
Q1
$824K Sell
34,820
-34,840
-50% -$824K 1.09% 41
2013
Q4
$1.52M Hold
69,660
2.1% 22
2013
Q3
$1.22M Buy
+69,660
New +$1.22M 1.87% 25