SPWG
Sage Private Wealth Group’s Molson Coors Class B TAP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-3,134
| Closed | -$150K | – | 166 |
|
2022
Q3 | $150K | Sell |
3,134
-35
| -1% | -$1.68K | 0.2% | 55 |
|
2022
Q2 | $173K | Sell |
3,169
-224
| -7% | -$12.2K | 0.25% | 49 |
|
2022
Q1 | $181K | Buy |
3,393
+39
| +1% | +$2.08K | 0.18% | 54 |
|
2021
Q4 | $155K | Buy |
3,354
+293
| +10% | +$13.5K | 0.19% | 56 |
|
2021
Q3 | $142K | Sell |
3,061
-42
| -1% | -$1.95K | 0.2% | 54 |
|
2021
Q2 | $167K | Hold |
3,103
| – | – | 0.23% | 51 |
|
2021
Q1 | $159K | Sell |
3,103
-722
| -19% | -$37K | 0.27% | 49 |
|
2020
Q4 | $173K | Buy |
+3,825
| New | +$173K | 0.48% | 43 |
|