Sweet Financial Partners’s Boston Beer SAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-850
Closed -$275K 174
2022
Q3
$275K Hold
850
0.09% 137
2022
Q2
$258K Buy
850
+100
+13% +$30.4K 0.08% 141
2022
Q1
$291K Buy
750
+250
+50% +$97K 0.08% 137
2021
Q4
$253K Buy
+500
New +$253K 0.11% 126