Bodri Capital Management’s Dycom Industries DY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-5,000	Closed	-$158K	–	46
2014 Q1	$158K	Sell	5,000 -20,000	-80%	-$632K	0.08%	43
2013 Q4	$695K	Sell	25,000 -40,000	-62%	-$1.11M	0.34%	53
2013 Q3	$1.82M	Hold	65,000	–	–	1.06%	39
2013 Q2	$1.5M	Buy	+65,000	New	+$1.5M	0.93%	38