Dakota 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
2024 Q1	–	Sell	-662	Closed	-$229K	–	772
2023 Q4	$229K	Sell	662 -40	-6%	-$13.8K	0.01%	575
2023 Q3	$273K	Buy	+702	New	+$273K	0.01%	509