Next Financial Group’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $157K | Sell |
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|
2021
Q3 | $166K | Buy |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $311K | Buy |
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|
2020
Q4 | $244K | Buy |
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|
2020
Q3 | $158K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $80K | Buy |
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|
2019
Q4 | $71K | Sell |
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|
2019
Q3 | $222K | Buy |
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|
2019
Q2 | $70K | Buy |
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|
2019
Q1 | $25K | Sell |
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|
2018
Q4 | $44K | Buy |
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|
2018
Q3 | $24K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $32K | Hold |
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|
2017
Q2 | $24K | Sell |
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|
2017
Q1 | $29K | Sell |
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|
2016
Q4 | $47K | Hold |
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|
2016
Q3 | $43K | Buy |
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|
2016
Q2 | $31K | Hold |
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|
2016
Q1 | $34K | Hold |
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|
2015
Q4 | $37K | Hold |
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|
2015
Q3 | $38K | Sell |
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|
2015
Q2 | $77K | Hold |
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|
2015
Q1 | $89K | Buy |
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|
2014
Q4 | $24K | Sell |
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|
2014
Q3 | $22K | Sell |
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|
2014
Q2 | $46K | Buy |
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