Arete Wealth Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,938
| Closed | -$284M | – | 715 |
|
|
2022
Q4 | $284M | Buy |
+8,938
| New | +$284M | 0.02% | 469 |
|
|
2020
Q1 | – | Sell |
-4,082
| Closed | -$774K | – | 404 |
|
|
2019
Q4 | $774K | Buy |
4,082
+41
| +1% | +$7.77K | 0.13% | 181 |
|
|
2019
Q3 | $838K | Buy |
4,041
+313
| +8% | +$64.9K | 0.16% | 158 |
|
|
2019
Q2 | $734K | Buy |
3,728
+601
| +19% | +$118K | 0.14% | 169 |
|
|
2019
Q1 | $548K | Buy |
3,127
+1,100
| +54% | +$193K | 0.11% | 198 |
|
|
2018
Q4 | $326K | Buy |
+2,027
| New | +$326K | 0.08% | 257 |
|