SGCIA
Smith Graham & Co Investment Advisors’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-46,888
| Closed | -$8.86M | – | 134 |
|
|
2018
Q1 | $8.86M | Sell |
46,888
-8,320
| -15% | -$1.57M | 0.85% | 44 |
|
|
2017
Q4 | $10.6M | Buy |
55,208
+1,100
| +2% | +$210K | 0.99% | 20 |
|
|
2017
Q3 | $8.45M | Buy |
54,108
+6,870
| +15% | +$1.07M | 0.89% | 39 |
|
|
2017
Q2 | $6.24M | Buy |
+47,238
| New | +$6.24M | 0.68% | 68 |
|