Baystate Wealth Management’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-33
| Closed | -$4K | – | 689 |
|
|
2017
Q2 | $4K | Hold |
33
| – | – | ﹤0.01% | 438 |
|
|
2017
Q1 | $5K | Hold |
33
| – | – | ﹤0.01% | 396 |
|
|
2016
Q4 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 346 |
|
|
2013
Q3 | – | Sell |
-33
| Closed | -$6K | – | 193 |
|
|
2013
Q2 | $6K | Buy |
+33
| New | +$6K | ﹤0.01% | 216 |
|