Berman Capital Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $105K | Buy |
501
+159
| +46% | +$33.3K | 0.02% | 424 |
|
|
2021
Q2 | $79K | Buy |
342
+52
| +18% | +$12K | 0.01% | 441 |
|
|
2021
Q1 | $65K | Buy |
290
+119
| +70% | +$26.7K | 0.01% | 398 |
|
|
2020
Q4 | $37K | Buy |
171
+7
| +4% | +$1.52K | 0.01% | 491 |
|
|
2020
Q3 | $30K | Buy |
164
+7
| +4% | +$1.28K | 0.01% | 479 |
|
|
2020
Q2 | $27K | Sell |
157
-74
| -32% | -$12.7K | 0.01% | 468 |
|
|
2020
Q1 | $32K | Buy |
231
+3
| +1% | +$416 | 0.01% | 381 |
|
|
2019
Q4 | $43K | Hold |
228
| – | – | 0.01% | 351 |
|
|
2019
Q3 | $47K | Buy |
228
+9
| +4% | +$1.86K | 0.01% | 316 |
|
|
2019
Q2 | $43K | Buy |
219
+53
| +32% | +$10.4K | 0.01% | 332 |
|
|
2019
Q1 | $29K | Buy |
166
+18
| +12% | +$3.15K | 0.01% | 375 |
|
|
2018
Q4 | $22K | Buy |
+148
| New | +$22K | 0.01% | 375 |
|