Regal Investment Advisors’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-42
| Closed | -$9K | – | 989 |
|
|
2014
Q3 | $9K | Hold |
42
| – | – | ﹤0.01% | 718 |
|
|
2014
Q2 | $9K | Hold |
42
| – | – | ﹤0.01% | 697 |
|
|
2014
Q1 | $10K | Sell |
42
-384
| -90% | -$91.4K | ﹤0.01% | 645 |
|
|
2013
Q4 | $103K | Sell |
426
-5,968
| -93% | -$1.44M | 0.06% | 206 |
|
|
2013
Q3 | $1.56M | Sell |
6,394
-943
| -13% | -$230K | 0.91% | 23 |
|
|
2013
Q2 | $1.25M | Buy |
+7,337
| New | +$1.25M | 0.69% | 34 |
|