Brightworth’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-1,083
| Closed | -$205K | – | 91 |
|
2019
Q4 | $205K | Buy |
1,083
+21
| +2% | +$3.98K | 0.04% | 92 |
|
2019
Q3 | $220K | Hold |
1,062
| – | – | 0.05% | 86 |
|
2019
Q2 | $209K | Buy |
+1,062
| New | +$209K | 0.04% | 86 |
|
2018
Q2 | – | Sell |
-1,624
| Closed | -$370K | – | 126 |
|
2018
Q1 | $370K | Hold |
1,624
| – | – | 0.09% | 82 |
|
2017
Q4 | $371K | Hold |
1,624
| – | – | 0.08% | 82 |
|
2017
Q3 | $324K | Buy |
+1,624
| New | +$324K | 0.08% | 91 |
|