CWP
Concord Wealth Partners’s Molson Coors Class B TAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-36
| Closed | -$1.83K | – | 1022 |
|
|
2024
Q2 | $1.83K | Hold |
36
| – | – | ﹤0.01% | 672 |
|
|
2024
Q1 | $2.42K | Hold |
36
| – | – | ﹤0.01% | 732 |
|
|
2023
Q4 | $2.2K | Hold |
36
| – | – | ﹤0.01% | 705 |
|
|
2023
Q3 | $2.29K | Sell |
36
-27
| -43% | -$1.72K | ﹤0.01% | 855 |
|
|
2023
Q2 | $4.14K | Buy |
63
+36
| +133% | +$2.37K | ﹤0.01% | 741 |
|
|
2023
Q1 | $1.38K | Sell |
27
-236
| -90% | -$12.1K | ﹤0.01% | 861 |
|
|
2022
Q4 | $13.5K | Buy |
+263
| New | +$13.5K | ﹤0.01% | 593 |
|
|
2022
Q3 | – | Sell |
-955
| Closed | -$52K | – | 1034 |
|
|
2022
Q2 | $52K | Buy |
955
+646
| +209% | +$35.2K | 0.01% | 369 |
|
|
2022
Q1 | $16K | Sell |
309
-129
| -29% | -$6.68K | ﹤0.01% | 677 |
|
|
2021
Q4 | $20K | Buy |
438
+235
| +116% | +$10.7K | ﹤0.01% | 648 |
|
|
2021
Q3 | $9K | Sell |
203
-233
| -53% | -$10.3K | ﹤0.01% | 490 |
|
|
2021
Q2 | $23K | Buy |
436
+331
| +315% | +$17.5K | 0.01% | 477 |
|
|
2021
Q1 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 681 |
|