Morgens Waterfall Vintiadis & Co’s Semtech SMTC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-30,000	Closed	-$1.01M	–	61
2017 Q1	$1.01M	Sell	30,000 -40,000	-57%	-$1.35M	0.9%	39
2016 Q4	$2.21M	Buy	+70,000	New	+$2.21M	2.11%	22