New Amsterdam Partners’s Meritage Homes MTH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q1	$2.83M	Sell	126,458 -68,008	-35%	-$1.52M	1.04%	37
2018 Q4	$3.57M	Sell	194,466 -32,092	-14%	-$589K	1.18%	33
2018 Q3	$4.52M	Buy	+226,558	New	+$4.52M	1.16%	32