Lido Advisors’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 |
-339
| Closed | -$337K | – | 777 |
|
|
2020
Q4 | $337K | Sell |
339
-6
| -2% | -$5.97K | 0.01% | 512 |
|
|
2020
Q3 | $305K | Sell |
345
-120
| -26% | -$106K | 0.01% | 424 |
|
|
2020
Q2 | $250K | Buy |
+465
| New | +$250K | 0.01% | 428 |
|
|
2019
Q4 | – | Sell |
-879
| Closed | -$320K | – | 614 |
|
|
2019
Q3 | $320K | Buy |
+879
| New | +$320K | 0.02% | 379 |
|