Sunbelt Securities’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5
| Closed | -$1.54K | – | 1817 |
|
|
2023
Q2 | $1.54K | Hold |
5
| – | – | ﹤0.01% | 1474 |
|
|
2023
Q1 | $1.64K | Buy |
+5
| New | +$1.64K | ﹤0.01% | 1451 |
|
|
2020
Q1 | – | Sell |
-774
| Closed | -$292K | – | 601 |
|
|
2019
Q4 | $292K | Buy |
774
+196
| +34% | +$73.9K | 0.03% | 450 |
|
|
2019
Q3 | $208K | Buy |
+578
| New | +$208K | 0.02% | 509 |
|