Intrinsic Edge 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
2021 Q2	–	Sell	-20,000	Closed	-$1.86M	–	224
2021 Q1	$1.86M	Buy	+20,000	New	+$1.86M	0.13%	193
2020 Q2	–	Sell	-100,000	Closed	-$2.57M	–	210
2020 Q1	$2.57M	Buy	+100,000	New	+$2.57M	0.34%	86