Gradient Investments’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2
| Closed | -$610 | – | 1078 |
|
|
2024
Q2 | $610 | Hold |
2
| – | – | ﹤0.01% | 1160 |
|
|
2024
Q1 | $609 | Hold |
2
| – | – | ﹤0.01% | 992 |
|
|
2023
Q4 | $691 | Hold |
2
| – | – | ﹤0.01% | 1522 |
|
|
2023
Q3 | $779 | Hold |
2
| – | – | ﹤0.01% | 1448 |
|
|
2023
Q2 | $617 | Hold |
2
| – | – | ﹤0.01% | 1500 |
|
|
2023
Q1 | $657 | Hold |
2
| – | – | ﹤0.01% | 1253 |
|
|
2022
Q4 | $659 | Hold |
2
| – | – | ﹤0.01% | 1268 |
|
|
2022
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 1286 |
|
|
2022
Q2 | $1K | Hold |
2
| – | – | ﹤0.01% | 1165 |
|
|
2022
Q1 | $1K | Sell |
2
-4
| -67% | -$2K | ﹤0.01% | 1126 |
|
|
2021
Q4 | $3K | Buy |
6
+4
| +200% | +$2K | ﹤0.01% | 1028 |
|
|
2021
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 1102 |
|
|
2021
Q2 | $2K | Hold |
2
| – | – | ﹤0.01% | 1015 |
|
|
2021
Q1 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 1027 |
|
|
2019
Q2 | – | Sell |
-100
| Closed | -$29K | – | 1073 |
|
|
2019
Q1 | $29K | Hold |
100
| – | – | ﹤0.01% | 401 |
|
|
2018
Q4 | $24K | Hold |
100
| – | – | ﹤0.01% | 432 |
|
|
2018
Q3 | $29K | Hold |
100
| – | – | ﹤0.01% | 431 |
|
|
2018
Q2 | $30K | Buy |
+100
| New | +$30K | ﹤0.01% | 416 |
|
|
2016
Q3 | – | Sell |
-30
| Closed | -$5K | – | 772 |
|
|
2016
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 519 |
|
|
2016
Q1 | $6K | Hold |
30
| – | – | ﹤0.01% | 505 |
|
|
2015
Q4 | $6K | Buy |
+30
| New | +$6K | ﹤0.01% | 467 |
|