CFA
Camarda Financial Advisors’s Molson Coors Class B TAP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-30
| Closed | -$2K | – | 410 |
|
2019
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 350 |
|
2019
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 379 |
|
2017
Q1 | – | Sell |
-23
| Closed | -$2K | – | 248 |
|
2016
Q4 | $2K | Buy |
+23
| New | +$2K | ﹤0.01% | 225 |
|
2014
Q3 | – | Sell |
-32,410
| Closed | -$2.4M | – | 248 |
|
2014
Q2 | $2.4M | Sell |
32,410
-1,242
| -4% | -$92.1K | 1.65% | 18 |
|
2014
Q1 | $1.98M | Sell |
33,652
-4,609
| -12% | -$271K | 1.52% | 25 |
|
2013
Q4 | $2.15M | Buy |
38,261
+1,088
| +3% | +$61.1K | 1.75% | 23 |
|
2013
Q3 | $1.86M | Buy |
37,173
+3,154
| +9% | +$158K | 2.44% | 17 |
|
2013
Q2 | $1.63M | Buy |
+34,019
| New | +$1.63M | 1.49% | 27 |
|