Kayak Investment Partners’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-74,600	Closed	-$4.55M	–	22
2019 Q4	$4.55M	Buy	+74,600	New	+$4.55M	2.73%	14