Fortis Advisors’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-19
| Closed | -$6K | – | 279 |
|
|
2022
Q2 | $6K | Hold |
19
| – | – | ﹤0.01% | 235 |
|
|
2022
Q1 | $7K | Hold |
19
| – | – | ﹤0.01% | 247 |
|
|
2021
Q4 | $10K | Hold |
19
| – | – | 0.01% | 223 |
|
|
2021
Q3 | $10K | Hold |
19
| – | – | 0.01% | 224 |
|
|
2021
Q2 | $19K | Buy |
+19
| New | +$19K | 0.01% | 209 |
|