Graves Light Lenhart Wealth’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 |
-33
| Closed | -$10K | – | 509 |
|
2022
Q2 | $10K | Hold |
33
| – | – | ﹤0.01% | 483 |
|
2022
Q1 | $13K | Hold |
33
| – | – | ﹤0.01% | 512 |
|
2021
Q4 | $17K | Hold |
33
| – | – | ﹤0.01% | 548 |
|
2021
Q3 | $17K | Hold |
33
| – | – | ﹤0.01% | 511 |
|
2021
Q2 | $34K | Hold |
33
| – | – | 0.01% | 426 |
|
2021
Q1 | $40K | Hold |
33
| – | – | 0.01% | 410 |
|
2020
Q4 | $33K | Buy |
+33
| New | +$33K | 0.01% | 419 |
|