Dynamic Advisor Solutions’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-529
| Closed | -$206K | – | 760 |
|
|
2022
Q1 | $206K | Sell |
529
-102
| -16% | -$39.7K | 0.01% | 674 |
|
|
2021
Q4 | $319K | Sell |
631
-90
| -12% | -$45.5K | 0.02% | 546 |
|
|
2021
Q3 | $368K | Buy |
+721
| New | +$368K | 0.03% | 513 |
|
|
2020
Q3 | – | Sell |
-405
| Closed | -$217K | – | 605 |
|
|
2020
Q2 | $217K | Buy |
+405
| New | +$217K | 0.03% | 460 |
|