Capitolis 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
Q1 | – | Sell |
-14,591
| Closed | -$3.66M | – | 449 |
|
|
2021
Q4 | $3.66M | Hold |
14,591
| – | – | 0.02% | 345 |
|
|
2021
Q3 | $3.15M | Sell |
14,591
-2,234
| -13% | -$482K | 0.03% | 264 |
|
|
2021
Q2 | $3.94M | Hold |
16,825
| – | – | 0.05% | 238 |
|
|
2021
Q1 | $3.84M | Sell |
16,825
-931
| -5% | -$212K | 0.07% | 192 |
|
|
2020
Q4 | $3.89M | Buy |
+17,756
| New | +$3.89M | 0.07% | 232 |
|