Contravisory Investment Management’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-630
| Closed | -$207K | – | 365 |
|
|
2023
Q1 | $207K | Buy |
+630
| New | +$207K | 0.06% | 196 |
|
|
2020
Q1 | – | Sell |
-651
| Closed | -$246K | – | 317 |
|
|
2019
Q4 | $246K | Hold |
651
| – | – | 0.09% | 135 |
|
|
2019
Q3 | $237K | Hold |
651
| – | – | 0.09% | 130 |
|
|
2019
Q2 | $246K | Hold |
651
| – | – | 0.1% | 130 |
|
|
2019
Q1 | $192K | Sell |
651
-127
| -16% | -$37.5K | 0.07% | 145 |
|
|
2018
Q4 | $187K | Buy |
778
+42
| +6% | +$10.1K | 0.08% | 143 |
|
|
2018
Q3 | $212K | Hold |
736
| – | – | 0.08% | 143 |
|
|
2018
Q2 | $221K | Buy |
+736
| New | +$221K | 0.08% | 144 |
|