Baltimore-Washington Financial Advisors’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-190
| Closed | -$229K | – | 146 |
|
|
2022
Q1 | $229K | Buy |
+190
| New | +$229K | 0.02% | 142 |
|
|
2021
Q2 | – | Sell |
-190
| Closed | -$229K | – | 127 |
|
|
2021
Q1 | $229K | Buy |
+190
| New | +$229K | 0.02% | 117 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$27K | – | 273 |
|
|
2015
Q1 | $27K | Hold |
100
| – | – | 0.01% | 169 |
|
|
2014
Q4 | $29K | Hold |
100
| – | – | 0.01% | 158 |
|
|
2014
Q3 | $22K | Buy |
+100
| New | +$22K | 0.01% | 172 |
|