Neumeier Poma Investment Counsel’s Sanmina SANM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-522,570	Closed	-$14.3M	–	42
2020 Q1	$14.3M	Sell	522,570 -445,605	-46%	-$12.2M	1.47%	34
2019 Q4	$33.2M	Sell	968,175 -1,575	-0.2%	-$53.9K	2.54%	16
2019 Q3	$31.1M	Buy	969,750 +303,125	+45%	+$9.73M	2.6%	16
2019 Q2	$20.2M	Buy	+666,625	New	+$20.2M	1.67%	31