Avidian Wealth Enterprises’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-936
| Closed | -$235K | – | 428 |
|
|
2023
Q3 | $235K | Sell |
936
-38
| -4% | -$9.55K | 0.02% | 361 |
|
|
2023
Q2 | $240K | Sell |
974
-456
| -32% | -$112K | 0.02% | 372 |
|
|
2023
Q1 | $323K | Buy |
1,430
+69
| +5% | +$15.6K | 0.02% | 369 |
|
|
2022
Q4 | $315K | Buy |
+1,361
| New | +$315K | 0.02% | 347 |
|
|
2022
Q1 | – | Sell |
-1,058
| Closed | -$266K | – | 549 |
|
|
2021
Q4 | $266K | Buy |
+1,058
| New | +$266K | 0.02% | 423 |
|