WCM
Windsor Capital Management’s Applied Materials AMAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-6,822
| Closed | -$348K | – | 116 |
|
|
2017
Q4 | $348K | Hold |
6,822
| – | – | 0.16% | 92 |
|
|
2017
Q3 | $281K | Hold |
6,822
| – | – | 0.14% | 98 |
|
|
2017
Q2 | $281K | Sell |
6,822
-200
| -3% | -$8.24K | 0.14% | 100 |
|
|
2017
Q1 | $273K | Buy |
7,022
+200
| +3% | +$7.78K | 0.14% | 100 |
|
|
2016
Q4 | $220K | Hold |
6,822
| – | – | 0.12% | 102 |
|
|
2016
Q3 | $205K | Buy |
+6,822
| New | +$205K | 0.11% | 109 |
|
|
2015
Q4 | – | Sell |
-8,684
| Closed | -$127K | – | 118 |
|
|
2015
Q3 | $127K | Buy |
+8,684
| New | +$127K | 0.07% | 118 |
|
|
2015
Q1 | – | Sell |
-8,684
| Closed | -$216K | – | 104 |
|
|
2014
Q4 | $216K | Buy |
+8,684
| New | +$216K | 0.12% | 95 |
|
|
2014
Q1 | – | Sell |
-8,684
| Closed | -$154K | – | 93 |
|
|
2013
Q4 | $154K | Hold |
8,684
| – | – | 0.09% | 88 |
|
|
2013
Q3 | $152K | Hold |
8,684
| – | – | 0.09% | 86 |
|
|
2013
Q2 | $130K | Buy |
+8,684
| New | +$130K | 0.08% | 88 |
|