Poehling Capital Management’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-998	Closed	-$46K	–	111
2018 Q2	$46K	Hold	998	–	–	0.04%	157
2018 Q1	$55K	Hold	998	–	–	0.04%	136
2017 Q4	$51K	Buy	+998	New	+$51K	0.04%	143