BRIA
Balanced Rock Investment Advisors’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-857
| Closed | -$248K | – | 94 |
|
|
2024
Q3 | $248K | Buy |
857
+10
| +1% | +$2.89K | 0.19% | 82 |
|
|
2024
Q2 | $258K | Buy |
847
+26
| +3% | +$7.93K | 0.22% | 76 |
|
|
2024
Q1 | $250K | Buy |
821
+162
| +25% | +$49.3K | 0.21% | 80 |
|
|
2023
Q4 | $228K | Buy |
+659
| New | +$228K | 0.2% | 89 |
|