SWA
SOA Wealth Advisors’s Boston Beer SAM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1
| Closed | -$329 | – | 972 |
|
|
2023
Q1 | $329 | Hold |
1
| – | – | ﹤0.01% | 872 |
|
|
2022
Q4 | $330 | Hold |
1
| – | – | ﹤0.01% | 874 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 972 |
|
|
2022
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 1004 |
|
|
2022
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 996 |
|
|
2021
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 970 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 980 |
|