EWM
Evercore Wealth Management’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-70
| Closed | -$13K | – | 706 |
|
|
2017
Q4 | $13K | Hold |
70
| – | – | ﹤0.01% | 782 |
|
|
2017
Q3 | $11K | Hold |
70
| – | – | ﹤0.01% | 785 |
|
|
2017
Q2 | $9K | Hold |
70
| – | – | ﹤0.01% | 840 |
|
|
2017
Q1 | $10K | Hold |
70
| – | – | ﹤0.01% | 826 |
|
|
2016
Q4 | $12K | Sell |
70
-134
| -66% | -$23K | ﹤0.01% | 814 |
|
|
2016
Q3 | $32K | Hold |
204
| – | – | ﹤0.01% | 696 |
|
|
2016
Q2 | $35K | Sell |
204
-64
| -24% | -$11K | ﹤0.01% | 654 |
|
|
2016
Q1 | $50K | Hold |
268
| – | – | ﹤0.01% | 564 |
|
|
2015
Q4 | $54K | Hold |
268
| – | – | ﹤0.01% | 579 |
|
|
2015
Q3 | $56K | Hold |
268
| – | – | ﹤0.01% | 566 |
|
|
2015
Q2 | $62K | Hold |
268
| – | – | ﹤0.01% | 597 |
|
|
2015
Q1 | $72K | Hold |
268
| – | – | ﹤0.01% | 579 |
|
|
2014
Q4 | $78K | Hold |
268
| – | – | ﹤0.01% | 492 |
|
|
2014
Q3 | $60K | Hold |
268
| – | – | ﹤0.01% | 583 |
|
|
2014
Q2 | $60K | Hold |
268
| – | – | ﹤0.01% | 585 |
|
|
2014
Q1 | $66K | Hold |
268
| – | – | ﹤0.01% | 551 |
|
|
2013
Q4 | $64K | Sell |
268
-133
| -33% | -$31.8K | ﹤0.01% | 523 |
|
|
2013
Q3 | $98K | Hold |
401
| – | – | 0.01% | 489 |
|
|
2013
Q2 | $69K | Buy |
+401
| New | +$69K | ﹤0.01% | 527 |
|