Summit Financial Wealth Advisors’s Applied Materials AMAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,269
| Closed | -$259K | – | 138 |
|
|
2017
Q2 | $259K | Buy |
6,269
+19
| +0.3% | +$785 | 0.1% | 125 |
|
|
2017
Q1 | $243K | Hold |
6,250
| – | – | 0.11% | 122 |
|
|
2016
Q4 | $202K | Buy |
+6,250
| New | +$202K | 0.09% | 136 |
|
|
2016
Q2 | – | Sell |
-9,874
| Closed | -$209K | – | 143 |
|
|
2016
Q1 | $209K | Buy |
+9,874
| New | +$209K | 0.09% | 124 |
|