Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-100
| Closed | -$6.73K | – | 892 |
|
|
2024
Q1 | $6.73K | Buy |
+100
| New | +$6.73K | ﹤0.01% | 660 |
|
|
2022
Q1 | – | Sell |
-25
| Closed | -$1K | – | 1015 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 979 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$10K | – | 1099 |
|
|
2021
Q1 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 653 |
|
|
2020
Q2 | – | Sell |
-236
| Closed | -$9K | – | 866 |
|
|
2020
Q1 | $9K | Buy |
236
+96
| +69% | +$3.66K | ﹤0.01% | 511 |
|
|
2019
Q4 | $8K | Buy |
+140
| New | +$8K | ﹤0.01% | 575 |
|
|
2018
Q2 | – | Sell |
-142
| Closed | -$11K | – | 961 |
|
|
2018
Q1 | $11K | Buy |
142
+29
| +26% | +$2.25K | 0.01% | 592 |
|
|
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% | 562 |
|
|
2016
Q4 | $11K | Hold |
113
| – | – | 0.01% | 577 |
|
|
2016
Q3 | $12K | Hold |
113
| – | – | 0.01% | 573 |
|
|
2016
Q2 | $11K | Hold |
113
| – | – | 0.01% | 518 |
|
|
2016
Q1 | $11K | Sell |
113
-6
| -5% | -$584 | 0.01% | 477 |
|
|
2015
Q4 | $11K | Sell |
119
-99
| -45% | -$9.15K | 0.01% | 566 |
|
|
2015
Q3 | $18K | Buy |
218
+88
| +68% | +$7.27K | 0.01% | 393 |
|
|
2015
Q2 | $9K | Hold |
130
| – | – | 0.01% | 545 |
|
|
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 | +$10K | 0.01% | 542 |
|