Genovese Burford & Brothers Wealth & Retirement Plan Management’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $398K | Hold |
400
| – | – | 0.1% | 72 |
|
|
2020
Q3 | $353K | Hold |
400
| – | – | 0.1% | 61 |
|
|
2020
Q2 | $215K | Buy |
+400
| New | +$215K | 0.06% | 77 |
|
|
2018
Q3 | – | Sell |
-400
| Closed | -$120K | – | 309 |
|
|
2018
Q2 | $120K | Hold |
400
| – | – | 0.04% | 111 |
|
|
2018
Q1 | $76K | Buy |
+400
| New | +$76K | 0.03% | 134 |
|
|
2017
Q4 | – | Sell |
-400
| Closed | -$62K | – | 408 |
|
|
2017
Q3 | $62K | Hold |
400
| – | – | 0.03% | 133 |
|
|
2017
Q2 | $52K | Hold |
400
| – | – | 0.02% | 142 |
|
|
2017
Q1 | $58K | Hold |
400
| – | – | 0.02% | 137 |
|
|
2016
Q4 | $68K | Hold |
400
| – | – | 0.02% | 144 |
|
|
2016
Q3 | $62K | Hold |
400
| – | – | 0.02% | 142 |
|
|
2016
Q2 | $68K | Hold |
400
| – | – | 0.03% | 124 |
|
|
2016
Q1 | $74K | Hold |
400
| – | – | 0.03% | 101 |
|
|
2015
Q4 | $81K | Buy |
+400
| New | +$81K | 0.04% | 101 |
|