Aris Wealth Services’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | $9K | Sell |
75
-7,403
| -99% | -$888K | 0.02% | 229 |
|
|
2015
Q2 | $868K | Sell |
7,478
-333
| -4% | -$38.7K | 0.8% | 35 |
|
|
2015
Q1 | $908K | Sell |
7,811
-1,051
| -12% | -$122K | 0.85% | 31 |
|
|
2014
Q4 | $870K | Sell |
8,862
-125
| -1% | -$12.3K | 0.97% | 26 |
|
|
2014
Q3 | $783K | Buy |
8,987
+270
| +3% | +$23.5K | 0.97% | 23 |
|
|
2014
Q2 | $768K | Sell |
8,717
-562
| -6% | -$49.5K | 1% | 21 |
|
|
2014
Q1 | $788K | Sell |
9,279
-1,268
| -12% | -$108K | 1.15% | 16 |
|
|
2013
Q4 | $742K | Sell |
10,547
-842
| -7% | -$59.2K | 1.25% | 15 |
|
|
2013
Q3 | $654K | Sell |
11,389
-210
| -2% | -$12.1K | 1.2% | 17 |
|
|
2013
Q2 | $605K | Buy |
+11,599
| New | +$605K | 1.29% | 13 |
|