Boenning & Scattergood’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,877
| Closed | -$428K | – | 383 |
|
|
2021
Q1 | $428K | Buy |
1,877
+135
| +8% | +$30.8K | 0.08% | 250 |
|
|
2020
Q4 | $382K | Sell |
1,742
-50
| -3% | -$11K | 0.08% | 244 |
|
|
2020
Q3 | $340K | Buy |
1,792
+517
| +41% | +$98.1K | 0.08% | 234 |
|
|
2020
Q2 | $223K | Buy |
+1,275
| New | +$223K | 0.06% | 278 |
|
|
2020
Q1 | – | Sell |
-1,325
| Closed | -$251K | – | 306 |
|
|
2019
Q4 | $251K | Buy |
+1,325
| New | +$251K | 0.06% | 263 |
|