BerganKDV 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
Q2 | $7.88K | Sell |
32
-9
| -22% | -$2.22K | ﹤0.01% | 572 |
|
|
2023
Q1 | $9.35K | Buy |
41
+9
| +28% | +$2.05K | ﹤0.01% | 614 |
|
|
2022
Q4 | $7.5K | Buy |
32
+15
| +88% | +$3.52K | ﹤0.01% | 617 |
|
|
2022
Q3 | $4K | Hold |
17
| – | – | ﹤0.01% | 726 |
|
|
2022
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 774 |
|
|
2021
Q4 | $4K | Hold |
17
| – | – | ﹤0.01% | 832 |
|
|
2021
Q3 | $4K | Hold |
17
| – | – | ﹤0.01% | 793 |
|
|
2021
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 741 |
|
|
2021
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 705 |
|
|
2020
Q4 | $4K | Sell |
17
-10
| -37% | -$2.35K | ﹤0.01% | 705 |
|
|
2020
Q3 | $5K | Hold |
27
| – | – | ﹤0.01% | 587 |
|
|
2020
Q2 | $5K | Sell |
27
-49
| -64% | -$9.07K | ﹤0.01% | 636 |
|
|
2020
Q1 | $11K | Buy |
76
+10
| +15% | +$1.45K | ﹤0.01% | 485 |
|
|
2019
Q4 | $13K | Buy |
+66
| New | +$13K | ﹤0.01% | 504 |
|
|
2019
Q2 | – | Sell |
-181
| Closed | -$32K | – | 769 |
|
|
2019
Q1 | $32K | Hold |
181
| – | – | 0.01% | 382 |
|
|
2018
Q4 | $29K | Buy |
181
+50
| +38% | +$8.01K | 0.01% | 355 |
|
|
2018
Q3 | $28K | Sell |
131
-9
| -6% | -$1.92K | 0.01% | 379 |
|
|
2018
Q2 | $31K | Buy |
+140
| New | +$31K | 0.01% | 376 |
|