Winfield Associates’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-453
| Closed | -$450K | – | 144 |
|
|
2020
Q4 | $450K | Sell |
453
-24
| -5% | -$23.8K | 0.19% | 91 |
|
|
2020
Q3 | $421K | Buy |
+477
| New | +$421K | 0.2% | 86 |
|
|
2017
Q3 | – | Sell |
-21
| Closed | -$3K | – | 876 |
|
|
2017
Q2 | $3K | Buy |
+21
| New | +$3K | ﹤0.01% | 637 |
|