SMFS
Squar Milner Financial Services’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-4,578
| Closed | -$277K | – | 12 |
|
|
2020
Q2 | $277K | Buy |
4,578
+3,937
| +614% | +$238K | 0.16% | 161 |
|
|
2020
Q1 | $29K | Buy |
641
+44
| +7% | +$1.99K | 0.02% | 410 |
|
|
2019
Q4 | $36K | Sell |
597
-3,991
| -87% | -$241K | 0.02% | 442 |
|
|
2019
Q3 | $273K | Buy |
4,588
+3,978
| +652% | +$237K | 0.14% | 167 |
|
|
2019
Q2 | $27K | Sell |
610
-88
| -13% | -$3.9K | 0.02% | 418 |
|
|
2019
Q1 | $27K | Buy |
698
+458
| +191% | +$17.7K | 0.02% | 391 |
|
|
2018
Q4 | $8K | Hold |
240
| – | – | 0.01% | 495 |
|
|
2018
Q3 | $9K | Sell |
240
-8,694
| -97% | -$326K | 0.01% | 511 |
|
|
2018
Q2 | $413K | Sell |
8,934
-555
| -6% | -$25.7K | 0.36% | 68 |
|
|
2018
Q1 | $528K | Hold |
9,489
| – | – | 0.67% | 44 |
|
|
2017
Q4 | $525K | Buy |
+9,489
| New | +$525K | 0.64% | 45 |
|