Accel Wealth Management’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11
| Closed | -$3.62K | – | 722 |
|
|
2023
Q1 | $3.62K | Hold |
11
| – | – | ﹤0.01% | 1043 |
|
|
2022
Q4 | $3.63K | Hold |
11
| – | – | ﹤0.01% | 853 |
|
|
2022
Q3 | $4K | Hold |
11
| – | – | ﹤0.01% | 877 |
|
|
2022
Q2 | $4K | Sell |
11
-13
| -54% | -$4.73K | ﹤0.01% | 842 |
|
|
2022
Q1 | $9K | Hold |
24
| – | – | ﹤0.01% | 727 |
|
|
2021
Q4 | $12K | Hold |
24
| – | – | 0.01% | 682 |
|
|
2021
Q3 | $12K | Hold |
24
| – | – | 0.01% | 606 |
|
|
2021
Q2 | $24K | Hold |
24
| – | – | 0.02% | 497 |
|
|
2021
Q1 | $29K | Sell |
24
-20
| -45% | -$24.2K | 0.02% | 424 |
|
|
2020
Q4 | $44K | Buy |
+44
| New | +$44K | 0.04% | 318 |
|