Financial Synergies Wealth Advisors’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-24
| Closed | -$7.91K | – | 546 |
|
|
2023
Q4 | $7.91K | Hold |
24
| – | – | ﹤0.01% | 196 |
|
|
2023
Q3 | $9.35K | Hold |
24
| – | – | ﹤0.01% | 240 |
|
|
2023
Q2 | $7.4K | Hold |
24
| – | – | ﹤0.01% | 241 |
|
|
2023
Q1 | $7.89K | Hold |
24
| – | – | ﹤0.01% | 242 |
|
|
2022
Q4 | $7.91K | Hold |
24
| – | – | ﹤0.01% | 196 |
|
|
2022
Q3 | $7.77K | Hold |
24
| – | – | ﹤0.01% | 176 |
|
|
2022
Q2 | $7.27K | Buy |
+24
| New | +$7.27K | ﹤0.01% | 181 |
|