Thames 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
2020 Q3	–	Sell	-51,476	Closed	-$3.11M	–	45
2020 Q2	$3.11M	Buy	51,476 +37,885	+279%	+$2.29M	1.22%	29
2020 Q1	$623K	Sell	13,591 -131,529	-91%	-$6.03M	0.49%	24
2019 Q4	$8.86M	Buy	+145,120	New	+$8.86M	2.94%	12