PVWM
Point View Wealth Management’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $2.19M | Sell |
2,200
-66
| -3% | -$65.6K | 0.89% | 25 |
|
|
2020
Q3 | $2M | Sell |
2,266
-177
| -7% | -$156K | 0.95% | 25 |
|
|
2020
Q2 | $1.31M | Sell |
2,443
-239
| -9% | -$128K | 0.63% | 48 |
|
|
2020
Q1 | $986K | Sell |
2,682
-19
| -0.7% | -$6.99K | 0.54% | 60 |
|
|
2019
Q4 | $1.02M | Sell |
2,701
-17
| -0.6% | -$6.43K | 0.42% | 78 |
|
|
2019
Q3 | $990K | Sell |
2,718
-303
| -10% | -$110K | 0.45% | 73 |
|
|
2019
Q2 | $1.14M | Sell |
3,021
-33
| -1% | -$12.5K | 0.49% | 69 |
|
|
2019
Q1 | $900K | Sell |
3,054
-72
| -2% | -$21.2K | 0.4% | 87 |
|
|
2018
Q4 | $753K | Sell |
3,126
-65
| -2% | -$15.7K | 0.38% | 93 |
|
|
2018
Q3 | $917K | Sell |
3,191
-126
| -4% | -$36.2K | 0.41% | 80 |
|
|
2018
Q2 | $994K | Sell |
3,317
-132
| -4% | -$39.6K | 0.46% | 68 |
|
|
2018
Q1 | $652K | Sell |
3,449
-106
| -3% | -$20K | 0.31% | 119 |
|
|
2017
Q4 | $679K | Sell |
3,555
-14
| -0.4% | -$2.67K | 0.32% | 108 |
|
|
2017
Q3 | $558K | Buy |
3,569
+6
| +0.2% | +$938 | 0.27% | 136 |
|
|
2017
Q2 | $471K | Buy |
3,563
+1,639
| +85% | +$217K | 0.23% | 147 |
|
|
2017
Q1 | $278K | Buy |
+1,924
| New | +$278K | 0.14% | 187 |
|