Vision Capital Management’s Wolfspeed WOLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q1
Sell
-476,443
Closed -$15.4M 69
2014
Q4
$15.4M Buy
476,443
+68,603
+17% +$2.21M 1.77% 37
2014
Q3
$16.7M Sell
407,840
-21,680
-5% -$888K 2.08% 33
2014
Q2
$21.5M Buy
429,520
+116,115
+37% +$5.8M 2.56% 15
2014
Q1
$17.7M Sell
313,405
-11,820
-4% -$669K 2.16% 32
2013
Q4
$20.3M Buy
+325,225
New +$20.3M 2.42% 24