Berman Capital 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
Q3 | $4K | Sell |
9
-4
| -31% | -$1.78K | ﹤0.01% | 1504 |
|
|
2021
Q2 | $13K | Buy |
13
+1
| +8% | +$1K | ﹤0.01% | 1061 |
|
|
2021
Q1 | $14K | Buy |
12
+7
| +140% | +$8.17K | ﹤0.01% | 926 |
|
|
2020
Q4 | $4K | Sell |
5
-1
| -17% | -$800 | ﹤0.01% | 1239 |
|
|
2020
Q3 | $5K | Hold |
6
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q2 | $3K | Hold |
6
| – | – | ﹤0.01% | 1176 |
|
|
2020
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 1177 |
|
|
2019
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 1234 |
|
|
2019
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 1220 |
|
|
2019
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 1225 |
|
|
2019
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 1257 |
|
|
2018
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1053 |
|