Laird Norton Wetherby 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
Q3 | – | Sell |
-289
| Closed | -$295K | – | 925 |
|
|
2021
Q2 | $295K | Buy |
289
+7
| +2% | +$7.15K | 0.02% | 713 |
|
|
2021
Q1 | $340K | Sell |
282
-68
| -19% | -$82K | 0.03% | 558 |
|
|
2020
Q4 | $348K | Sell |
350
-6
| -2% | -$5.97K | 0.02% | 594 |
|
|
2020
Q3 | $314K | Sell |
356
-45
| -11% | -$39.7K | 0.03% | 512 |
|
|
2020
Q2 | $215K | Buy |
+401
| New | +$215K | 0.02% | 620 |
|