Strategic Wealth Partners’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 |
-443
| Closed | -$452K | – | 239 |
|
|
2021
Q2 | $452K | Buy |
+443
| New | +$452K | 0.15% | 163 |
|
|
2019
Q4 | – | Sell |
-17
| Closed | -$6.19K | – | 423 |
|
|
2019
Q3 | $6.19K | Buy |
+17
| New | +$6.19K | 0.03% | 165 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | -$3K | – | 807 |
|
|
2019
Q1 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 707 |
|