Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,265
| Closed | -$75K | – | 1879 |
|
|
2019
Q1 | $75K | Buy |
1,265
+177
| +16% | +$10.5K | 0.01% | 747 |
|
|
2018
Q4 | $61K | Buy |
1,088
+33
| +3% | +$1.85K | 0.01% | 775 |
|
|
2018
Q3 | $65K | Buy |
1,055
+90
| +9% | +$5.55K | 0.01% | 872 |
|
|
2018
Q2 | $66K | Buy |
965
+25
| +3% | +$1.71K | 0.01% | 877 |
|
|
2018
Q1 | $71K | Sell |
940
-210
| -18% | -$15.9K | 0.01% | 853 |
|
|
2017
Q4 | $94K | Buy |
1,150
+70
| +6% | +$5.72K | 0.01% | 736 |
|
|
2017
Q3 | $88K | Sell |
1,080
-1,700
| -61% | -$139K | 0.01% | 762 |
|
|
2017
Q2 | $240K | Buy |
2,780
+2,122
| +322% | +$183K | 0.03% | 397 |
|
|
2017
Q1 | $63K | Buy |
658
+53
| +9% | +$5.07K | 0.01% | 744 |
|
|
2016
Q4 | $59K | Buy |
605
+18
| +3% | +$1.76K | 0.01% | 727 |
|
|
2016
Q3 | $64K | Buy |
587
+8
| +1% | +$872 | 0.01% | 711 |
|
|
2016
Q2 | $59K | Buy |
579
+3
| +0.5% | +$306 | 0.01% | 696 |
|
|
2016
Q1 | $55K | Sell |
576
-3
| -0.5% | -$286 | 0.01% | 682 |
|
|
2015
Q4 | $54K | Buy |
+579
| New | +$54K | 0.01% | 696 |
|