Reilly Financial Advisors’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Hold |
0
| – | – | – | 864 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1064 |
|
|
2015
Q4 | – | Sell |
-30
| Closed | -$6K | – | 1089 |
|
|
2015
Q3 | $6K | Hold |
30
| – | – | ﹤0.01% | 919 |
|
|
2015
Q2 | $7K | Hold |
30
| – | – | ﹤0.01% | 973 |
|
|
2015
Q1 | $8K | Hold |
30
| – | – | ﹤0.01% | 909 |
|
|
2014
Q4 | $9K | Buy |
+30
| New | +$9K | ﹤0.01% | 535 |
|