PWAG
Polaris Wealth Advisory Group’s Molson Coors Class B TAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-389,485
| Closed | -$21.2M | – | 177 |
|
|
2022
Q2 | $21.2M | Sell |
389,485
-29,020
| -7% | -$1.58M | 1.7% | 27 |
|
|
2022
Q1 | $21.1M | Buy |
+418,505
| New | +$21.1M | 1.41% | 28 |
|
|
2021
Q2 | – | Sell |
-186,349
| Closed | -$9.32M | – | 205 |
|
|
2021
Q1 | $9.32M | Buy |
+186,349
| New | +$9.32M | 0.6% | 54 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$15K | – | 421 |
|
|
2018
Q3 | $15K | Buy |
+250
| New | +$15K | ﹤0.01% | 360 |
|
|
2018
Q2 | – | Sell |
-250
| Closed | -$19K | – | 408 |
|
|
2018
Q1 | $19K | Buy |
+250
| New | +$19K | ﹤0.01% | 300 |
|