Financial Architects (New Jersey)’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2
| Closed | -$1K | – | 663 |
|
|
2020
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 830 |
|
|
2020
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 826 |
|
|
2019
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 885 |
|
|
2019
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 968 |
|
|
2019
Q2 | $1K | Sell |
2
-130
| -98% | -$41.2K | ﹤0.01% | 1161 |
|
|
2019
Q1 | $39K | Buy |
132
+29
| +28% | +$7.93K | 0.01% | 684 |
|
|
2018
Q4 | $25K | Sell |
103
-33
| -24% | -$9.23K | ﹤0.01% | 746 |
|
|
2018
Q3 | $39K | Buy |
136
+7
| +5% | +$2.1K | 0.01% | 712 |
|
|
2018
Q2 | $39K | Buy |
129
+127
| +6,350% | +$30.9K | 0.01% | 636 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1566 |
|
|
2017
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1587 |
|
|
2017
Q3 | $0 | Sell |
2
-15
| -88% | -$2.19K | ﹤0.01% | 1583 |
|
|
2017
Q2 | $2K | Buy |
17
+1
| +6% | +$140 | ﹤0.01% | 1436 |
|
|
2017
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 1458 |
|
|
2016
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 1248 |
|
|
2016
Q3 | $2K | Buy |
16
+14
| +700% | +$2.44K | ﹤0.01% | 1343 |
|
|
2016
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1478 |
|
|
2016
Q1 | $0 | Buy |
+2
| New | +$365 | ﹤0.01% | 1169 |
|
|
2015
Q3 | – | Sell |
-2
| Closed | – | – | 765 |
|
|
2015
Q2 | $0 | Buy |
+2
| New | +$514 | ﹤0.01% | 1252 |
|
|
2014
Q4 | – | Sell |
-2
| Closed | – | – | 1022 |
|
|
2014
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 968 |
|
|
2014
Q2 | $0 | Buy |
+2
| New | +$456 | ﹤0.01% | 906 |
|
|
2013
Q4 | – | Sell |
-2
| Closed | – | – | 472 |
|
|
2013
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 770 |
|
|
2013
Q2 | $0 | Buy |
+2
| New | +$317 | ﹤0.01% | 634 |
|
Other funds holding SAM
DCP
