WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12
| Closed | -$790 | – | 1068 |
|
|
2023
Q2 | $790 | Hold |
12
| – | – | ﹤0.01% | 1151 |
|
|
2023
Q1 | $620 | Buy |
+12
| New | +$620 | ﹤0.01% | 1235 |
|
|
2018
Q2 | – | Sell |
-2,905
| Closed | -$219K | – | 274 |
|
|
2018
Q1 | $219K | Buy |
2,905
+317
| +12% | +$23.9K | 0.05% | 244 |
|
|
2017
Q4 | $212K | Buy |
+2,588
| New | +$212K | 0.06% | 198 |
|
|
2016
Q3 | $10.8K | Hold |
100
| – | – | ﹤0.01% | 592 |
|
|
2016
Q2 | $10.1K | Buy |
+100
| New | +$10.1K | ﹤0.01% | 1730 |
|
|
2015
Q4 | $16.7K | Buy |
+266
| New | +$16.7K | ﹤0.01% | 984 |
|
|
2015
Q2 | – | Sell |
-46
| Closed | -$4K | – | 500 |
|
|
2015
Q1 | $4K | Buy |
+46
| New | +$4K | ﹤0.01% | 446 |
|