Asset Planning Services (Pennsylvania)’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-35
| Closed | -$7K | – | 227 |
|
|
2019
Q3 | $7K | Hold |
35
| – | – | ﹤0.01% | 224 |
|
|
2019
Q2 | $7K | Hold |
35
| – | – | ﹤0.01% | 216 |
|
|
2019
Q1 | $6K | Hold |
35
| – | – | ﹤0.01% | 225 |
|
|
2018
Q4 | $6K | Hold |
35
| – | – | ﹤0.01% | 223 |
|
|
2018
Q3 | $7K | Hold |
35
| – | – | ﹤0.01% | 222 |
|
|
2018
Q2 | $8K | Sell |
35
-15
| -30% | -$3.43K | ﹤0.01% | 211 |
|
|
2018
Q1 | $11K | Hold |
50
| – | – | 0.01% | 199 |
|
|
2017
Q4 | $11K | Hold |
50
| – | – | 0.01% | 207 |
|
|
2017
Q3 | $10K | Hold |
50
| – | – | 0.01% | 233 |
|
|
2017
Q2 | $10K | Hold |
50
| – | – | 0.01% | 230 |
|
|
2017
Q1 | $8K | Hold |
50
| – | – | 0.01% | 233 |
|
|
2016
Q4 | $8K | Sell |
50
-91
| -65% | -$14.6K | 0.01% | 214 |
|
|
2016
Q3 | $23K | Hold |
141
| – | – | 0.02% | 157 |
|
|
2016
Q2 | $23K | Hold |
141
| – | – | 0.02% | 165 |
|
|
2016
Q1 | $21K | Hold |
141
| – | – | 0.02% | 163 |
|
|
2015
Q4 | $20K | Hold |
141
| – | – | 0.02% | 135 |
|
|
2015
Q3 | $18K | Hold |
141
| – | – | 0.02% | 130 |
|
|
2015
Q2 | $16K | Buy |
+141
| New | +$16K | 0.02% | 155 |
|