Bedel Financial Consulting’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 | – | Sell |
-198
| Closed | -$46K | – | 803 |
|
|
2022
Q1 | $46K | Buy |
198
+40
| +25% | +$9.29K | 0.01% | 403 |
|
|
2021
Q4 | $40K | Hold |
158
| – | – | 0.01% | 436 |
|
|
2021
Q3 | $33K | Hold |
158
| – | – | 0.01% | 460 |
|
|
2021
Q2 | $37K | Buy |
158
+100
| +172% | +$23.4K | 0.01% | 433 |
|
|
2021
Q1 | $13K | Hold |
58
| – | – | 0.01% | 598 |
|
|
2020
Q4 | $13K | Buy |
58
+48
| +480% | +$10.8K | 0.01% | 520 |
|
|
2020
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 735 |
|
|
2020
Q2 | $2K | Sell |
10
-8
| -44% | -$1.6K | ﹤0.01% | 705 |
|
|
2020
Q1 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 648 |
|