Marcum Wealth’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
-243
Closed -$248K 377
2021
Q2
$248K Hold
243
0.04% 244
2021
Q1
$293K Hold
243
0.05% 225
2020
Q4
$242K Hold
243
0.06% 118
2020
Q3
$215K Buy
+243
New +$215K 0.07% 105