AE Wealth Management’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-321
| Closed | -$328K | – | 1671 |
|
|
2021
Q2 | $328K | Buy |
321
+66
| +26% | +$67.4K | ﹤0.01% | 1306 |
|
|
2021
Q1 | $308K | Sell |
255
-65
| -20% | -$78.5K | ﹤0.01% | 1235 |
|
|
2020
Q4 | $318K | Buy |
+320
| New | +$318K | ﹤0.01% | 1117 |
|
|
2020
Q3 | – | Sell |
-878
| Closed | -$471K | – | 1346 |
|
|
2020
Q2 | $471K | Buy |
+878
| New | +$471K | 0.01% | 900 |
|