Whittier Trust’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3
| Closed | -$1K | – | 1494 |
|
|
2020
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 1423 |
|
|
2019
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1460 |
|
|
2019
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1492 |
|
|
2019
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 1320 |
|
|
2019
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 1332 |
|
|
2017
Q2 | – | Sell |
-26
| Closed | -$4K | – | 1313 |
|
|
2017
Q1 | $4K | Buy |
+26
| New | +$4K | ﹤0.01% | 1193 |
|