AWM
Aevitas Wealth Management’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-25
| Closed | -$7K | – | 289 |
|
|
2019
Q1 | $7K | Hold |
25
| – | – | 0.01% | 323 |
|
|
2018
Q4 | $6K | Hold |
25
| – | – | 0.01% | 336 |
|
|
2018
Q3 | $7K | Hold |
25
| – | – | 0.01% | 373 |
|
|
2018
Q2 | $7K | Hold |
25
| – | – | 0.01% | 352 |
|
|
2018
Q1 | $5K | Hold |
25
| – | – | 0.01% | 371 |
|
|
2017
Q4 | $5K | Buy |
+25
| New | +$5K | ﹤0.01% | 367 |
|