LA
Legacy Advisors’s Boston Beer SAM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-27
| Closed | -$10K | – | 291 |
|
2019
Q2 | $10K | Hold |
27
| – | – | 0.01% | 304 |
|
2019
Q1 | $8K | Buy |
+27
| New | +$8K | ﹤0.01% | 343 |
|
2018
Q4 | – | Sell |
-27
| Closed | -$8K | – | 341 |
|
2018
Q3 | $8K | Hold |
27
| – | – | ﹤0.01% | 376 |
|
2018
Q2 | $8K | Hold |
27
| – | – | 0.01% | 326 |
|
2018
Q1 | $6K | Hold |
27
| – | – | ﹤0.01% | 298 |
|
2017
Q4 | $5K | Buy |
+27
| New | +$5K | ﹤0.01% | 303 |
|