Kingsview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,037
| Closed | -$358K | – | 1060 |
|
|
2023
Q4 | $358K | Buy |
1,037
+112
| +12% | +$38.7K | 0.01% | 717 |
|
|
2023
Q3 | $360K | Buy |
+925
| New | +$360K | 0.01% | 702 |
|
|
2022
Q1 | – | Sell |
-487
| Closed | -$246K | – | 943 |
|
|
2021
Q4 | $246K | Buy |
487
+10
| +2% | +$5.05K | 0.01% | 791 |
|
|
2021
Q3 | $243K | Buy |
477
+148
| +45% | +$75.4K | 0.01% | 745 |
|
|
2021
Q2 | $318K | Buy |
+329
| New | +$318K | 0.02% | 680 |
|