Endurance 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
2023
Q2
$46K Hold
150
0.01% 347
2023
Q1
$49K Hold
150
0.01% 349
2022
Q4
$49K Hold
150
0.01% 327
2022
Q3
$49K Hold
150
0.01% 325
2022
Q2
$45K Hold
150
0.01% 339
2022
Q1
$58K Hold
150
0.01% 336
2021
Q4
$76K Hold
150
0.01% 314
2021
Q3
$76K Hold
150
0.01% 309
2021
Q2
$153K Hold
150
0.02% 243
2021
Q1
$181K Hold
150
0.02% 224
2020
Q4
$149K Hold
150
0.02% 226
2020
Q3
$133K Hold
150
0.02% 221
2020
Q2
$80K Hold
150
0.01% 260
2020
Q1
$55K Hold
150
0.01% 273
2019
Q4
$57K Hold
150
0.01% 269
2019
Q3
$55K Hold
150
0.01% 273
2019
Q2
$57K Hold
150
0.01% 258
2019
Q1
$44K Hold
150
0.01% 279
2018
Q4
$36K Hold
150
0.01% 282
2018
Q3
$43K Hold
150
0.01% 290
2018
Q2
$45K Hold
150
0.01% 281
2018
Q1
$28K Sell
150
-550
-79% -$103K ﹤0.01% 325
2017
Q4
$134K Buy
+700
New +$134K 0.02% 200