Menard Financial Group’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 |
-347
| Closed | -$354K | – | 165 |
|
|
2021
Q2 | $354K | Buy |
347
+84
| +32% | +$85.7K | 0.34% | 94 |
|
|
2021
Q1 | $317K | Buy |
263
+10
| +4% | +$12.1K | 0.34% | 94 |
|
|
2020
Q4 | $252K | Sell |
253
-32
| -11% | -$31.9K | 0.27% | 117 |
|
|
2020
Q3 | $252K | Buy |
+285
| New | +$252K | 0.29% | 110 |
|