Delpha Capital Management’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q1	$769K	Buy	13,835 +4,042	+41%	+$225K	1.06%	18
2017 Q4	$501K	Buy	+9,793	New	+$501K	0.54%	8