Omnia Family Wealth’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-24
| Closed | -$7K | – | 438 |
|
|
2019
Q1 | $7K | Sell |
24
-56
| -70% | -$16.3K | ﹤0.01% | 288 |
|
|
2018
Q4 | $19K | Sell |
80
-36
| -31% | -$8.55K | 0.01% | 196 |
|
|
2018
Q3 | $33K | Hold |
116
| – | – | 0.02% | 179 |
|
|
2018
Q2 | $35K | Sell |
116
-35
| -23% | -$10.6K | 0.02% | 174 |
|
|
2018
Q1 | $29K | Buy |
151
+71
| +89% | +$13.6K | 0.01% | 183 |
|
|
2017
Q4 | $15K | Buy |
80
+58
| +264% | +$10.9K | 0.01% | 257 |
|
|
2017
Q3 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 403 |
|