LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Molson Coors Class B TAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-500
| Closed | -$20K | – | 649 |
|
|
2020
Q1 | $20K | Hold |
500
| – | – | ﹤0.01% | 466 |
|
|
2019
Q4 | $27K | Buy |
+500
| New | +$27K | ﹤0.01% | 502 |
|
|
2019
Q2 | – | Sell |
-60
| Closed | -$4K | – | 765 |
|
|
2019
Q1 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 611 |
|
|
2017
Q4 | – | Sell |
-18
| Closed | -$1K | – | 866 |
|
|
2017
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 742 |
|
|
2014
Q1 | – | Sell |
-300
| Closed | -$17K | – | 639 |
|
|
2013
Q4 | $17K | Hold |
300
| – | – | ﹤0.01% | 488 |
|
|
2013
Q3 | $15K | Hold |
300
| – | – | ﹤0.01% | 463 |
|
|
2013
Q2 | $14K | Buy |
+300
| New | +$14K | ﹤0.01% | 509 |
|