1WA
180 Wealth Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-867
| Closed | -$209K | – | 392 |
|
|
2021
Q4 | $209K | Sell |
867
-51
| -6% | -$12.3K | 0.05% | 346 |
|
|
2021
Q3 | $201K | Buy |
+918
| New | +$201K | 0.04% | 360 |
|
|
2021
Q2 | – | Sell |
-897
| Closed | -$213K | – | 375 |
|
|
2021
Q1 | $213K | Sell |
897
-171
| -16% | -$40.6K | 0.05% | 329 |
|
|
2020
Q4 | $238K | Sell |
1,068
-76
| -7% | -$16.9K | 0.07% | 270 |
|
|
2020
Q3 | $206K | Sell |
1,144
-43
| -4% | -$7.74K | 0.08% | 250 |
|
|
2020
Q2 | $214K | Buy |
+1,187
| New | +$214K | 0.09% | 232 |
|
|
2019
Q3 | – | Sell |
-1,703
| Closed | -$330K | – | 268 |
|
|
2019
Q2 | $330K | Buy |
1,703
+509
| +43% | +$98.6K | 0.15% | 170 |
|
|
2019
Q1 | $248K | Sell |
1,194
-275
| -19% | -$57.1K | 0.11% | 219 |
|
|
2018
Q4 | $317K | Hold |
1,469
| – | – | 0.15% | 172 |
|
|
2018
Q3 | $317K | Sell |
1,469
-512
| -26% | -$110K | 0.15% | 172 |
|
|
2018
Q2 | $434K | Buy |
1,981
+23
| +1% | +$5.04K | 0.22% | 132 |
|
|
2018
Q1 | $444K | Buy |
1,958
+267
| +16% | +$60.5K | 0.23% | 126 |
|
|
2017
Q4 | $387K | Buy |
+1,691
| New | +$387K | 0.2% | 133 |
|