Steward Capital Management’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.17M | Hold |
5,275
| – | – | 3.14% | 11 |
|
|
2014
Q2 | $1.18M | Hold |
5,275
| – | – | 2.5% | 14 |
|
|
2014
Q1 | $1.29M | Hold |
5,275
| – | – | 2.23% | 15 |
|
|
2013
Q4 | $1.28M | Buy |
5,275
+15
| +0.3% | +$3.63K | 1.96% | 16 |
|
|
2013
Q3 | $1.29M | Hold |
5,260
| – | – | 1.74% | 15 |
|
|
2013
Q2 | $898K | Buy |
+5,260
| New | +$898K | 1.18% | 17 |
|