Money Concepts Capital’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,429
| Closed | -$798K | – | 453 |
|
|
2023
Q1 | $798K | Sell |
2,429
-86
| -3% | -$28.3K | 0.04% | 246 |
|
|
2022
Q4 | $829K | Buy |
2,515
+16
| +0.6% | +$5.27K | 0.04% | 329 |
|
|
2022
Q3 | $809K | Buy |
2,499
+2,464
| +7,040% | +$798K | 0.05% | 247 |
|
|
2022
Q2 | $11K | Sell |
35
-51
| -59% | -$16K | ﹤0.01% | 1017 |
|
|
2022
Q1 | $33K | Buy |
+86
| New | +$33K | ﹤0.01% | 1398 |
|