B. Riley Wealth Advisors’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-264
| Closed | -$319K | – | 1446 |
|
|
2021
Q1 | $319K | Buy |
264
+18
| +7% | +$21.8K | 0.01% | 962 |
|
|
2020
Q4 | $245K | Sell |
246
-3
| -1% | -$2.99K | 0.01% | 858 |
|
|
2020
Q3 | $220K | Buy |
+249
| New | +$220K | 0.01% | 816 |
|
|
2015
Q1 | – | Sell |
-9
| Closed | -$3 | – | 1707 |
|
|
2014
Q4 | $3 | Buy |
+9
| New | +$3 | ﹤0.01% | 3314 |
|