Financial Architects (New Jersey)’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2
| Closed | -$1K | – | 662 |
|
|
2020
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 829 |
|
|
2020
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 825 |
|
|
2019
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 885 |
|
|
2019
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 952 |
|
|
2019
Q2 | $1K | Sell |
2
-130
| -98% | -$65K | ﹤0.01% | 1047 |
|
|
2019
Q1 | $39K | Buy |
132
+29
| +28% | +$8.57K | 0.01% | 608 |
|
|
2018
Q4 | $25K | Sell |
103
-33
| -24% | -$8.01K | ﹤0.01% | 670 |
|
|
2018
Q3 | $39K | Buy |
136
+7
| +5% | +$2.01K | 0.01% | 608 |
|
|
2018
Q2 | $39K | Buy |
129
+127
| +6,350% | +$38.4K | 0.01% | 636 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1400 |
|
|
2017
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1441 |
|
|
2017
Q3 | $0 | Sell |
2
-15
| -88% | – | ﹤0.01% | 1455 |
|
|
2017
Q2 | $2K | Buy |
17
+1
| +6% | +$118 | ﹤0.01% | 1323 |
|
|
2017
Q1 | $2K | Hold |
16
| – | – | ﹤0.01% | 1354 |
|
|
2016
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 1224 |
|
|
2016
Q3 | $2K | Buy |
16
+14
| +700% | +$1.75K | ﹤0.01% | 1302 |
|
|
2016
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 1424 |
|
|
2016
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1127 |
|
|
2015
Q3 | – | Sell |
-2
| Closed | – | – | 751 |
|
|
2015
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1206 |
|
|
2014
Q4 | – | Sell |
-2
| Closed | – | – | 991 |
|
|
2014
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 931 |
|
|
2014
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 867 |
|
|
2013
Q4 | – | Sell |
-2
| Closed | – | – | 472 |
|
|
2013
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 770 |
|
|
2013
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 634 |
|