C.M. Bidwell & Associates’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 | – | Sell |
-69
| Closed | -$70K | – | 606 |
|
|
2021
Q2 | $70K | Hold |
69
| – | – | 0.05% | 270 |
|
|
2021
Q1 | $83K | Sell |
69
-92
| -57% | -$111K | 0.06% | 256 |
|
|
2020
Q4 | $160K | Sell |
161
-46
| -22% | -$45.7K | 0.13% | 157 |
|
|
2020
Q3 | $183K | Buy |
+207
| New | +$183K | 0.17% | 123 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$38K | – | 442 |
|
|
2019
Q4 | $38K | Sell |
100
-103
| -51% | -$39.1K | 0.03% | 262 |
|
|
2019
Q3 | $74K | Buy |
203
+103
| +103% | +$37.5K | 0.07% | 210 |
|
|
2019
Q2 | $38K | Hold |
100
| – | – | 0.04% | 270 |
|
|
2019
Q1 | $29K | Buy |
+100
| New | +$29K | 0.03% | 291 |
|