Sequoia 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
2021
Q3
Sell
-251
Closed -$256K 410
2021
Q2
$256K Sell
251
-19
-7% -$19.4K 0.01% 407
2021
Q1
$326K Buy
270
+20
+8% +$24.1K 0.01% 324
2020
Q4
$249K Sell
250
-10
-4% -$9.96K 0.01% 352
2020
Q3
$230K Buy
+260
New +$230K 0.01% 347