Glassman Wealth Services’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 |
-1
| Closed | -$346 | – | 1508 |
|
|
2023
Q4 | $346 | Hold |
1
| – | – | ﹤0.01% | 1792 |
|
|
2023
Q3 | $390 | Hold |
1
| – | – | ﹤0.01% | 1787 |
|
|
2023
Q2 | $308 | Buy |
+1
| New | +$308 | ﹤0.01% | 1736 |
|
|
2022
Q3 | – | Sell |
-2
| Closed | -$1K | – | 1934 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 1514 |
|
|
2022
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 1501 |
|
|
2021
Q4 | $1K | Buy |
2
+1
| +100% | +$500 | ﹤0.01% | 1483 |
|
|
2021
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1449 |
|