Symons 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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-3,121
| Closed | -$597K | – | 86 |
|
2017
Q4 | $597K | Hold |
3,121
| – | – | 0.17% | 35 |
|
2017
Q3 | $488K | Sell |
3,121
-159
| -5% | -$24.9K | 0.12% | 48 |
|
2017
Q2 | $434K | Sell |
3,280
-450
| -12% | -$59.5K | 0.11% | 53 |
|
2017
Q1 | $540K | Buy |
3,730
+1,589
| +74% | +$230K | 0.13% | 37 |
|
2016
Q4 | $364K | Buy |
+2,141
| New | +$364K | 0.09% | 49 |
|