Capital Directions Investment Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $18.5K | Buy |
+80
| New | +$18.5K | 0.01% | 179 |
|
|
2022
Q3 | – | Sell |
-80
| Closed | -$19K | – | 163 |
|
|
2022
Q2 | $19K | Hold |
80
| – | – | 0.01% | 181 |
|
|
2022
Q1 | $18K | Buy |
+80
| New | +$18K | 0.01% | 205 |
|
|
2021
Q4 | – | Sell |
-250
| Closed | -$53K | – | 200 |
|
|
2021
Q3 | $53K | Buy |
250
+80
| +47% | +$17K | 0.02% | 136 |
|
|
2021
Q2 | $40K | Buy |
+170
| New | +$40K | 0.01% | 131 |
|