Atwood & Palmer’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1
| Closed | -$399 | – | 430 |
|
|
2023
Q3 | $399 | Hold |
1
| – | – | ﹤0.01% | 387 |
|
|
2023
Q2 | $316 | Hold |
1
| – | – | ﹤0.01% | 386 |
|
|
2023
Q1 | $337 | Hold |
1
| – | – | ﹤0.01% | 360 |
|
|
2022
Q4 | $337 | Hold |
1
| – | – | ﹤0.01% | 382 |
|
|
2022
Q3 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 397 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 387 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 436 |
|
|
2021
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 448 |
|