Bellevue Group’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,459
| Closed | -$307K | – | 221 |
|
|
2021
Q3 | $307K | Hold |
1,459
| – | – | ﹤0.01% | 209 |
|
|
2021
Q2 | $341K | Hold |
1,459
| – | – | ﹤0.01% | 197 |
|
|
2021
Q1 | $333K | Sell |
1,459
-600
| -29% | -$137K | ﹤0.01% | 192 |
|
|
2020
Q4 | $451K | Hold |
2,059
| – | – | 0.01% | 199 |
|
|
2020
Q3 | $390K | Hold |
2,059
| – | – | 0.01% | 206 |
|
|
2020
Q2 | $360K | Hold |
2,059
| – | – | 0.01% | 197 |
|
|
2020
Q1 | $295K | Hold |
2,059
| – | – | 0.01% | 204 |
|
|
2019
Q4 | $391K | Buy |
+2,059
| New | +$391K | 0.01% | 208 |
|