Baystate 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.56K | Hold |
18
| – | – | ﹤0.01% | 912 |
|
|
2023
Q3 | $4.73K | Hold |
18
| – | – | ﹤0.01% | 694 |
|
|
2023
Q2 | $4.61K | Sell |
18
-118
| -87% | -$30.2K | ﹤0.01% | 712 |
|
|
2023
Q1 | $30.8K | Buy |
136
+1
| +0.7% | +$226 | ﹤0.01% | 402 |
|
|
2022
Q4 | $31K | Buy |
135
+60
| +80% | +$13.8K | ﹤0.01% | 404 |
|
|
2022
Q3 | $17K | Hold |
75
| – | – | ﹤0.01% | 455 |
|
|
2022
Q2 | $18K | Hold |
75
| – | – | ﹤0.01% | 467 |
|
|
2022
Q1 | $17K | Sell |
75
-13
| -15% | -$2.95K | ﹤0.01% | 495 |
|
|
2021
Q4 | $22K | Buy |
88
+44
| +100% | +$11K | ﹤0.01% | 457 |
|
|
2021
Q3 | $9K | Buy |
44
+14
| +47% | +$2.86K | ﹤0.01% | 537 |
|
|
2021
Q2 | $7K | Hold |
30
| – | – | ﹤0.01% | 543 |
|
|
2021
Q1 | $7K | Buy |
30
+20
| +200% | +$4.67K | ﹤0.01% | 494 |
|
|
2020
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 584 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 553 |
|
|
2020
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 565 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 575 |
|
|
2019
Q4 | $2K | Sell |
10
-110
| -92% | -$22K | ﹤0.01% | 540 |
|
|
2019
Q3 | $25K | Buy |
120
+1
| +0.8% | +$208 | ﹤0.01% | 272 |
|
|
2019
Q2 | $13K | Hold |
119
| – | – | ﹤0.01% | 342 |
|
|
2019
Q1 | $25K | Buy |
119
+1
| +0.8% | +$210 | ﹤0.01% | 289 |
|
|
2018
Q4 | $19K | Buy |
118
+10
| +9% | +$1.61K | ﹤0.01% | 309 |
|
|
2018
Q3 | $24K | Buy |
108
+76
| +238% | +$16.9K | ﹤0.01% | 285 |
|
|
2018
Q2 | $7K | Buy |
32
+28
| +700% | +$6.13K | ﹤0.01% | 413 |
|
|
2018
Q1 | $1K | Sell |
4
-50
| -93% | -$12.5K | ﹤0.01% | 618 |
|
|
2017
Q4 | $12K | Buy |
+54
| New | +$12K | ﹤0.01% | 352 |
|
|
2017
Q1 | – | Sell |
-55
| Closed | -$9K | – | 677 |
|
|
2016
Q4 | $9K | Buy |
+55
| New | +$9K | ﹤0.01% | 313 |
|