JFS 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
Q2 | $5.15K | Sell |
107
-30
| -22% | -$1.44K | ﹤0.01% | 1075 |
|
2025
Q1 | $8.34K | Buy |
137
+12
| +10% | +$731 | ﹤0.01% | 934 |
|
2024
Q4 | $7.17K | Buy |
125
+14
| +13% | +$802 | ﹤0.01% | 974 |
|
2024
Q3 | $6.39K | Buy |
111
+12
| +12% | +$690 | ﹤0.01% | 1032 |
|
2024
Q2 | $5.03K | Sell |
99
-40
| -29% | -$2.03K | ﹤0.01% | 1066 |
|
2024
Q1 | $9.35K | Sell |
139
-12
| -8% | -$807 | ﹤0.01% | 834 |
|
2023
Q4 | $9.24K | Buy |
151
+14
| +10% | +$857 | ﹤0.01% | 796 |
|
2023
Q3 | $8.71K | Hold |
137
| – | – | ﹤0.01% | 776 |
|
2023
Q2 | $9.02K | Hold |
137
| – | – | ﹤0.01% | 760 |
|
2023
Q1 | $7.08K | Buy |
137
+4
| +3% | +$207 | ﹤0.01% | 849 |
|
2022
Q4 | $6.85K | Sell |
133
-2
| -1% | -$103 | ﹤0.01% | 862 |
|
2022
Q3 | $6K | Sell |
135
-33
| -20% | -$1.47K | ﹤0.01% | 944 |
|
2022
Q2 | $9K | Buy |
168
+57
| +51% | +$3.05K | ﹤0.01% | 809 |
|
2022
Q1 | $6K | Buy |
111
+71
| +178% | +$3.84K | ﹤0.01% | 1000 |
|
2021
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 1166 |
|