WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $340K | Buy |
3,938
+483
| +14% | +$41.7K | 0.08% | 266 |
|
|
2017
Q1 | $331K | Buy |
3,455
+3,423
| +10,697% | +$328K | 0.09% | 243 |
|
|
2016
Q4 | $3K | Buy |
32
+22
| +220% | +$2.06K | ﹤0.01% | 1365 |
|
|
2016
Q3 | $1K | Hold |
10
| – | – | ﹤0.01% | 1496 |
|
|
2016
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1486 |
|
|
2015
Q4 | – | Sell |
-1
| Closed | – | – | 1664 |
|
|
2015
Q3 | $0 | Sell |
1
-202
| -100% | – | ﹤0.01% | 1698 |
|
|
2015
Q2 | $14K | Sell |
203
-102
| -33% | -$7.03K | ﹤0.01% | 1095 |
|
|
2015
Q1 | $23K | Sell |
305
-549
| -64% | -$41.4K | 0.01% | 944 |
|
|
2014
Q4 | $64K | Buy |
854
+1
| +0.1% | +$75 | 0.01% | 794 |
|
|
2014
Q3 | $63K | Buy |
853
+1
| +0.1% | +$74 | 0.01% | 836 |
|
|
2014
Q2 | $63K | Buy |
852
+1
| +0.1% | +$74 | 0.01% | 828 |
|
|
2014
Q1 | $50K | Buy |
851
+101
| +13% | +$5.93K | 0.01% | 911 |
|
|
2013
Q4 | $42K | Buy |
750
+48
| +7% | +$2.69K | 0.01% | 1071 |
|
|
2013
Q3 | $35K | Sell |
702
-7
| -1% | -$349 | 0.01% | 1066 |
|
|
2013
Q2 | $34K | Buy |
+709
| New | +$34K | 0.01% | 1031 |
|