Boston Financial Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-600
| Closed | -$105K | – | 267 |
|
|
2020
Q2 | $105K | Buy |
+600
| New | +$105K | 0.01% | 273 |
|
|
2018
Q2 | – | Sell |
-985
| Closed | -$225K | – | 273 |
|
|
2018
Q1 | $225K | Hold |
985
| – | – | 0.02% | 248 |
|
|
2017
Q4 | $225K | Buy |
+985
| New | +$225K | 0.02% | 250 |
|
|
2017
Q3 | – | Sell |
-1,085
| Closed | -$210K | – | 271 |
|
|
2017
Q2 | $210K | Buy |
+1,085
| New | +$210K | 0.02% | 256 |
|
|
2015
Q2 | – | Sell |
-2,150
| Closed | -$250K | – | 205 |
|
|
2015
Q1 | $250K | Hold |
2,150
| – | – | 0.03% | 192 |
|
|
2014
Q4 | $211K | Buy |
+2,150
| New | +$211K | 0.03% | 197 |
|