Heritage 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 |
-69
| Closed | -$3.96K | – | 644 |
|
|
2024
Q4 | $3.96K | Buy |
69
+12
| +21% | +$688 | ﹤0.01% | 517 |
|
|
2024
Q3 | $3.28K | Buy |
+57
| New | +$3.28K | ﹤0.01% | 518 |
|
|
2024
Q2 | – | Sell |
-1,250
| Closed | -$84.1K | – | 540 |
|
|
2024
Q1 | $84.1K | Buy |
1,250
+50
| +4% | +$3.36K | ﹤0.01% | 277 |
|
|
2023
Q4 | $73.5K | Buy |
+1,200
| New | +$73.5K | ﹤0.01% | 299 |
|