LWS
Lucia Wealth Services’s Molson Coors Class B TAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $14K | Hold |
413
| – | – | ﹤0.01% | 173 |
|
|
2020
Q2 | $14K | Sell |
413
-100
| -19% | -$3.39K | ﹤0.01% | 170 |
|
|
2020
Q1 | $20K | Sell |
513
-26,163
| -98% | -$1.02M | 0.01% | 179 |
|
|
2019
Q4 | $1.44M | Sell |
26,676
-77,696
| -74% | -$4.19M | 0.44% | 45 |
|
|
2019
Q3 | $6M | Sell |
104,372
-5,101
| -5% | -$293K | 2% | 15 |
|
|
2019
Q2 | $6.13M | Sell |
109,473
-877
| -0.8% | -$49.1K | 2.11% | 14 |
|
|
2019
Q1 | $6.58M | Buy |
110,350
+35,829
| +48% | +$2.14M | 2.26% | 12 |
|
|
2018
Q4 | $4.19M | Sell |
74,521
-25,339
| -25% | -$1.42M | 1.97% | 17 |
|
|
2018
Q3 | $6.14M | Sell |
99,860
-7,177
| -7% | -$441K | 1.91% | 16 |
|
|
2018
Q2 | $7.28M | Sell |
107,037
-2,506
| -2% | -$171K | 3.19% | 8 |
|
|
2018
Q1 | $8.25M | Buy |
109,543
+1,545
| +1% | +$116K | 2.68% | 6 |
|
|
2017
Q4 | $8.86M | Buy |
+107,998
| New | +$8.86M | 3.92% | 6 |
|