TA
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Trellis Advisors’s Applied Materials AMAT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-1,492
Closed -$207K 5
2023
Q3
$207K Sell
1,492
-5
-0.3% -$692 0.09% 87
2023
Q2
$216K Buy
+1,497
New +$216K 0.1% 86
2022
Q1
Sell
-1,448
Closed -$228K 81
2021
Q4
$228K Buy
+1,448
New +$228K 0.11% 77
2021
Q3
Sell
-1,483
Closed -$211K 81
2021
Q2
$211K Sell
1,483
-50
-3% -$7.11K 0.11% 76
2021
Q1
$205K Buy
+1,533
New +$205K 0.11% 75