TCI Wealth Advisors’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5
| Closed | -$1.64K | – | 1848 |
|
|
2023
Q1 | $1.64K | Hold |
5
| – | – | ﹤0.01% | 2010 |
|
|
2022
Q4 | $1.65K | Buy |
5
+2
| +67% | +$659 | ﹤0.01% | 2017 |
|
|
2022
Q3 | $1K | Sell |
3
-4
| -57% | -$1.33K | ﹤0.01% | 2149 |
|
|
2022
Q2 | $2K | Buy |
7
+2
| +40% | +$571 | ﹤0.01% | 2038 |
|
|
2022
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 2021 |
|
|
2021
Q4 | $3K | Sell |
5
-4
| -44% | -$2.4K | ﹤0.01% | 2030 |
|
|
2021
Q3 | $5K | Buy |
9
+1
| +13% | +$556 | ﹤0.01% | 1627 |
|
|
2021
Q2 | $8K | Sell |
8
-10
| -56% | -$10K | ﹤0.01% | 1117 |
|
|
2021
Q1 | $22K | Buy |
18
+10
| +125% | +$12.2K | 0.01% | 531 |
|
|
2020
Q4 | $8K | Hold |
8
| – | – | ﹤0.01% | 696 |
|
|
2020
Q3 | $7K | Hold |
8
| – | – | ﹤0.01% | 667 |
|
|
2020
Q2 | $4K | Buy |
8
+3
| +60% | +$1.5K | ﹤0.01% | 820 |
|
|
2020
Q1 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 1070 |
|