Harvest Group Wealth Management’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-18
| Closed | -$18K | – | 579 |
|
|
2020
Q4 | $18K | Hold |
18
| – | – | 0.01% | 181 |
|
|
2020
Q3 | $16K | Hold |
18
| – | – | 0.01% | 185 |
|
|
2020
Q2 | $9K | Buy |
18
+16
| +800% | +$8K | 0.01% | 224 |
|
|
2020
Q1 | $0 | Sell |
2
-4
| -67% | – | ﹤0.01% | 928 |
|
|
2019
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 663 |
|
|
2019
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 758 |
|
|
2019
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 597 |
|
|
2019
Q1 | $2K | Buy |
+6
| New | +$2K | ﹤0.01% | 669 |
|