Phoenix Financial’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,073
| Closed | -$1.19M | – | 407 |
|
|
2022
Q1 | $1.19M | Sell |
3,073
-306
| -9% | -$118K | 0.02% | 241 |
|
|
2021
Q4 | $1.7M | Buy |
3,379
+27
| +0.8% | +$13.6K | 0.03% | 209 |
|
|
2021
Q3 | $1.72M | Buy |
+3,352
| New | +$1.72M | 0.03% | 220 |
|
|
2021
Q2 | – | Sell |
-1,782
| Closed | -$2.13M | – | 387 |
|
|
2021
Q1 | $2.13M | Buy |
+1,782
| New | +$2.13M | 0.05% | 213 |
|