Plante Moran Financial Advisors’s Molson Coors Class B TAP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-100
| Closed | -$6.72K | – | 892 |
|
|
2024
Q1 | $6.72K | Buy |
+100
| New | +$6.34K | ﹤0.01% | 660 |
|
|
2022
Q1 | – | Sell |
-25
| Closed | -$1K | – | 1015 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1.15K | ﹤0.01% | 979 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$10K | – | 1099 |
|
|
2021
Q1 | $10K | Buy |
+200
| New | +$9.72K | ﹤0.01% | 653 |
|
|
2020
Q2 | – | Sell |
-236
| Closed | -$9K | – | 867 |
|
|
2020
Q1 | $9K | Buy |
236
+96
| +69% | +$4.87K | ﹤0.01% | 512 |
|
|
2019
Q4 | $8K | Buy |
+140
| New | +$7.53K | ﹤0.01% | 576 |
|
|
2018
Q2 | – | Sell |
-142
| Closed | -$11K | – | 963 |
|
|
2018
Q1 | $11K | Buy |
142
+29
| +26% | +$2.32K | 0.01% | 594 |
|
|
2017
Q4 | $9K | Hold |
113
| – | – | 0.01% | 616 |
|
|
2017
Q3 | $9K | Hold |
113
| – | – | 0.01% | 560 |
|
|
2017
Q2 | $10K | Hold |
113
| – | – | 0.01% | 558 |
|
|
2017
Q1 | $11K | Hold |
113
| – | – | 0.01% | 563 |
|
|
2016
Q4 | $11K | Hold |
113
| – | – | 0.01% | 578 |
|
|
2016
Q3 | $12K | Hold |
113
| – | – | 0.01% | 574 |
|
|
2016
Q2 | $11K | Hold |
113
| – | – | 0.01% | 519 |
|
|
2016
Q1 | $11K | Sell |
113
-6
| -5% | -$535 | 0.01% | 477 |
|
|
2015
Q4 | $11K | Sell |
119
-99
| -45% | -$8.92K | 0.01% | 566 |
|
|
2015
Q3 | $18K | Buy |
218
+88
| +68% | +$6.37K | 0.01% | 394 |
|
|
2015
Q2 | $9K | Hold |
130
| – | – | 0.01% | 546 |
|
|
2015
Q1 | $10K | Hold |
130
| – | – | 0.01% | 519 |
|
|
2014
Q4 | $10K | Hold |
130
| – | – | 0.01% | 536 |
|
|
2014
Q3 | $10K | Hold |
130
| – | – | 0.01% | 542 |
|
|
2014
Q2 | $10K | Buy |
+130
| New | +$8.38K | 0.01% | 542 |
|
Other funds holding TAP
CCP
