J.P. Morgan Private Wealth Advisors’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-343
| Closed | -$350K | – | 1974 |
|
|
2021
Q2 | $350K | Buy |
343
+35
| +11% | +$35.7K | ﹤0.01% | 1626 |
|
|
2021
Q1 | $372K | Buy |
308
+1
| +0.3% | +$1.21K | ﹤0.01% | 1437 |
|
|
2020
Q4 | $305K | Buy |
307
+42
| +16% | +$41.7K | ﹤0.01% | 1490 |
|
|
2020
Q3 | $234K | Buy |
+265
| New | +$234K | ﹤0.01% | 1471 |
|