FMWA
Forvis Mazars Wealth Advisors’s Molson Coors Class B TAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,854
| Closed | -$299K | – | 246 |
|
|
2018
Q3 | $299K | Buy |
4,854
+361
| +8% | +$22.2K | 0.03% | 195 |
|
|
2018
Q2 | $306K | Sell |
4,493
-1,894
| -30% | -$129K | 0.03% | 192 |
|
|
2018
Q1 | $481K | Sell |
6,387
-828
| -11% | -$62.4K | 0.05% | 148 |
|
|
2017
Q4 | $592K | Buy |
7,215
+237
| +3% | +$19.4K | 0.06% | 132 |
|
|
2017
Q3 | $570K | Buy |
6,978
+1,782
| +34% | +$146K | 0.06% | 125 |
|
|
2017
Q2 | $449K | Buy |
5,196
+2,449
| +89% | +$212K | 0.05% | 144 |
|
|
2017
Q1 | $263K | Buy |
+2,747
| New | +$263K | 0.03% | 190 |
|