Advisor Partners II’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.83M | Buy |
7,298
+1,154
| +19% | +$290K | 0.07% | 294 |
|
|
2023
Q2 | $1.51M | Buy |
6,144
+563
| +10% | +$139K | 0.07% | 286 |
|
|
2023
Q1 | $1.26M | Sell |
5,581
-109
| -2% | -$24.6K | 0.07% | 294 |
|
|
2022
Q4 | $1.32M | Buy |
5,690
+320
| +6% | +$74.2K | 0.08% | 270 |
|
|
2022
Q3 | $1.23M | Buy |
+5,370
| New | +$1.23M | 0.09% | 234 |
|