Poehling Capital Management’s NOV NOV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-4,762	Closed	-$205K	–	101
2018 Q3	$205K	Buy	4,762 +1,088	+30%	+$46.8K	0.15%	100
2018 Q2	$159K	Sell	3,674 -1,678	-31%	-$72.6K	0.14%	100
2018 Q1	$197K	Hold	5,352	–	–	0.16%	93
2017 Q4	$193K	Buy	+5,352	New	+$193K	0.16%	92