One Wealth Advisors’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 |
-1,163
| Closed | -$343K | – | 419 |
|
|
2019
Q1 | $343K | Sell |
1,163
-305
| -21% | -$90K | 0.28% | 58 |
|
|
2018
Q4 | $354K | Sell |
1,468
-38
| -3% | -$9.16K | 0.35% | 46 |
|
|
2018
Q3 | $433K | Buy |
1,506
+112
| +8% | +$32.2K | 0.33% | 42 |
|
|
2018
Q2 | $418K | Buy |
1,394
+940
| +207% | +$282K | 0.33% | 44 |
|
|
2018
Q1 | $86K | Sell |
454
-26
| -5% | -$4.93K | 0.08% | 189 |
|
|
2017
Q4 | $92K | Buy |
+480
| New | +$92K | 0.07% | 210 |
|