TWD
SAM icon

True Wealth Design’s Boston Beer SAM Stock Holding History

True Wealth Design’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.11K Buy
32
+25
+357% +$4.77K ﹤0.01% 736
2025
Q1 		$1.67K Sell
7
-225
-97% -$53.7K ﹤0.01% 1074
2024
Q4 		$69.6K Buy
232
+71
+44% +$21.3K 0.03% 112
2024
Q3 		$46.6K Buy
+161
New +$46.6K 0.02% 156