MWPCG
Measured Wealth Private Client Group’s Molson Coors Class B TAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,637
| Closed | -$917K | – | 208 |
|
|
2024
Q1 | $917K | Buy |
13,637
+1,058
| +8% | +$71.2K | 0.32% | 47 |
|
|
2023
Q4 | $770K | Buy |
+12,579
| New | +$770K | 0.28% | 53 |
|
|
2023
Q3 | – | Sell |
-5,448
| Closed | -$359K | – | 183 |
|
|
2023
Q2 | $359K | Sell |
5,448
-365
| -6% | -$24K | 0.14% | 122 |
|
|
2023
Q1 | $300K | Buy |
5,813
+134
| +2% | +$6.93K | 0.12% | 132 |
|
|
2022
Q4 | $293K | Buy |
5,679
+1,372
| +32% | +$70.7K | 0.12% | 121 |
|
|
2022
Q3 | $207K | Buy |
+4,307
| New | +$207K | 0.09% | 140 |
|