B. Riley Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $503 | Sell |
2,158
-2,924
| -58% | -$682 | ﹤0.01% | 412 |
|
|
2022
Q1 | $1.17M | Buy |
5,082
+236
| +5% | +$54.3K | 0.09% | 193 |
|
|
2021
Q4 | $1.22M | Buy |
4,846
+254
| +6% | +$63.7K | 0.08% | 206 |
|
|
2021
Q3 | $968K | Buy |
4,592
+3,315
| +260% | +$699K | 0.07% | 230 |
|
|
2021
Q2 | $299K | Sell |
1,277
-220
| -15% | -$51.5K | 0.03% | 316 |
|
|
2021
Q1 | $341K | Sell |
1,497
-4
| -0.3% | -$911 | 0.04% | 279 |
|
|
2020
Q4 | $329K | Sell |
1,501
-257
| -15% | -$56.3K | 0.04% | 260 |
|
|
2020
Q3 | $333K | Buy |
1,758
+54
| +3% | +$10.2K | 0.04% | 288 |
|
|
2020
Q2 | $298K | Sell |
1,704
-331
| -16% | -$57.9K | 0.03% | 303 |
|
|
2020
Q1 | $291K | Buy |
+2,035
| New | +$291K | 0.03% | 363 |
|
|
2019
Q4 | – | Sell |
-1,234
| Closed | -$256K | – | 436 |
|
|
2019
Q3 | $256K | Sell |
1,234
-2,505
| -67% | -$520K | 0.04% | 306 |
|
|
2019
Q2 | $736 | Sell |
3,739
-800
| -18% | -$157 | 0.11% | 167 |
|
|
2019
Q1 | $796K | Buy |
+4,539
| New | +$796K | 0.14% | 158 |
|
|
2018
Q4 | – | Sell |
-2,023
| Closed | -$436K | – | 398 |
|
|
2018
Q3 | $436K | Buy |
+2,023
| New | +$436K | 0.11% | 164 |
|
|
2014
Q3 | – | Sell |
-225
| Closed | -$19K | – | 1159 |
|
|
2014
Q2 | $19K | Sell |
225
-1,535
| -87% | -$130K | 0.01% | 677 |
|
|
2014
Q1 | $150K | Buy |
+1,760
| New | +$150K | 0.11% | 243 |
|