WR Wealth Planners’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4
| Closed | -$1.22K | – | 1209 |
|
|
2024
Q1 | $1.22K | Buy |
+4
| New | +$1.22K | ﹤0.01% | 945 |
|
|
2023
Q4 | – | Sell |
-12
| Closed | -$4.67K | – | 721 |
|
|
2023
Q3 | $4.67K | Buy |
12
+8
| +200% | +$3.12K | ﹤0.01% | 685 |
|
|
2023
Q2 | $1.23K | Hold |
4
| – | – | ﹤0.01% | 817 |
|
|
2023
Q1 | $1.32K | Buy |
+4
| New | +$1.32K | ﹤0.01% | 821 |
|