Sowell Financial Services’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-78
| Closed | -$87K | – | 2298 |
|
|
2021
Q1 | $87K | Sell |
78
-3
| -4% | -$3.35K | ﹤0.01% | 1424 |
|
|
2020
Q4 | $81K | Sell |
81
-34
| -30% | -$34K | ﹤0.01% | 1233 |
|
|
2020
Q3 | $102K | Sell |
115
-166
| -59% | -$147K | 0.01% | 966 |
|
|
2020
Q2 | $151K | Buy |
281
+197
| +235% | +$106K | 0.01% | 823 |
|
|
2020
Q1 | $31K | Sell |
84
-42
| -33% | -$15.5K | ﹤0.01% | 1235 |
|
|
2019
Q4 | $48K | Buy |
+126
| New | +$48K | ﹤0.01% | 1162 |
|