Selz Capital’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-391,595	Closed	-$20M	–	65
2017 Q4	$20M	Buy	391,595 +27,595	+8%	+$1.41M	2.96%	10
2017 Q3	$19M	Buy	+364,000	New	+$19M	3.81%	7