Meritage Portfolio Management’s Benchmark Electronics BHE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-167,536	Closed	-$5.72M	–	201
2017 Q3	$5.72M	Buy	167,536 +500	+0.3%	+$17.1K	0.56%	72
2017 Q2	$5.4M	Buy	167,036 +79,975	+92%	+$2.58M	0.55%	76
2017 Q1	$2.77M	Buy	+87,061	New	+$2.77M	0.29%	138