Arete Wealth Advisors’s Molson Coors Class B TAP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-16,524
| Closed | -$945K | – | 804 |
|
2024
Q4 | $945K | Buy |
16,524
+4,819
| +41% | +$276K | 0.07% | 262 |
|
2024
Q3 | $674K | Buy |
11,705
+912
| +8% | +$52.5K | 0.06% | 298 |
|
2024
Q2 | $547K | Buy |
+10,793
| New | +$547K | 0.04% | 367 |
|
2018
Q2 | – | Sell |
-4,192
| Closed | -$316K | – | 381 |
|
2018
Q1 | $316K | Buy |
+4,192
| New | +$316K | 0.1% | 229 |
|