FDx Advisors’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-5,002
| Closed | -$946K | – | 1055 |
|
2018
Q1 | $946K | Sell |
5,002
-303
| -6% | -$57.3K | 0.03% | 530 |
|
2017
Q4 | $1.01M | Buy |
5,305
+3,222
| +155% | +$616K | 0.03% | 542 |
|
2017
Q3 | $325K | Sell |
2,083
-237
| -10% | -$37K | 0.01% | 1012 |
|
2017
Q2 | $307K | Buy |
+2,320
| New | +$307K | 0.01% | 972 |
|