Camarda Financial Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3
| Closed | -$1K | – | 404 |
|
|
2019
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 462 |
|
|
2019
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 501 |
|
|
2018
Q4 | – | Sell |
-12
| Closed | -$3K | – | 228 |
|
|
2018
Q3 | $3K | Hold |
12
| – | – | ﹤0.01% | 206 |
|
|
2018
Q2 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 179 |
|
|
2016
Q3 | – | Sell |
-542
| Closed | -$90K | – | 249 |
|
|
2016
Q2 | $90K | Sell |
542
-2,212
| -80% | -$367K | 0.06% | 113 |
|
|
2016
Q1 | $416K | Buy |
2,754
+423
| +18% | +$63.9K | 0.26% | 77 |
|
|
2015
Q4 | $332K | Buy |
2,331
+1,110
| +91% | +$158K | 0.2% | 75 |
|
|
2015
Q3 | $153K | Buy |
+1,221
| New | +$153K | 0.1% | 81 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$116K | – | 268 |
|
|
2015
Q1 | $116K | Hold |
1,000
| – | – | 0.06% | 95 |
|
|
2014
Q4 | $98K | Hold |
1,000
| – | – | 0.06% | 101 |
|
|
2014
Q3 | $87K | Sell |
1,000
-863
| -46% | -$75.1K | 0.06% | 100 |
|
|
2014
Q2 | $164K | Buy |
1,863
+863
| +86% | +$76K | 0.11% | 87 |
|
|
2014
Q1 | $85K | Buy |
+1,000
| New | +$85K | 0.07% | 101 |
|