Tilia Fiduciary Partners’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 | – | 402 |
|
|
2023
Q2 | $1.54K | Hold |
5
| – | – | ﹤0.01% | 490 |
|
|
2023
Q1 | $1.64K | Hold |
5
| – | – | ﹤0.01% | 473 |
|
|
2022
Q4 | $1.65K | Hold |
5
| – | – | ﹤0.01% | 465 |
|
|
2022
Q3 | $2K | Hold |
5
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 497 |
|
|
2022
Q1 | $2K | Hold |
5
| – | – | ﹤0.01% | 506 |
|
|
2021
Q4 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 520 |
|