Valeo Financial Advisors’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-160
| Closed | -$60K | – | 1845 |
|
|
2019
Q4 | $60K | Hold |
160
| – | – | 0.01% | 579 |
|
|
2019
Q3 | $58K | Hold |
160
| – | – | 0.01% | 549 |
|
|
2019
Q2 | $60K | Hold |
160
| – | – | 0.01% | 551 |
|
|
2019
Q1 | $47K | Hold |
160
| – | – | 0.01% | 568 |
|
|
2018
Q4 | $39K | Hold |
160
| – | – | 0.01% | 553 |
|
|
2018
Q3 | $49K | Hold |
160
| – | – | 0.01% | 549 |
|
|
2018
Q2 | $45K | Hold |
160
| – | – | 0.01% | 554 |
|
|
2018
Q1 | $30K | Hold |
160
| – | – | ﹤0.01% | 610 |
|
|
2017
Q4 | $31K | Buy |
+160
| New | +$31K | 0.01% | 575 |
|