CAPTRUST Financial Advisors’s CONSTELLATION BRANDS, INC. CLASS B STZ.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-130
| Closed | -$38K | – | 4571 |
|
|
2022
Q2 | $38K | Hold |
130
| – | – | ﹤0.01% | 2974 |
|
|
2022
Q1 | $30K | Hold |
130
| – | – | ﹤0.01% | 3157 |
|
|
2021
Q4 | $33K | Hold |
130
| – | – | ﹤0.01% | 2974 |
|
|
2021
Q3 | $27K | Hold |
130
| – | – | ﹤0.01% | 2982 |
|
|
2021
Q2 | $31K | Hold |
130
| – | – | ﹤0.01% | 2828 |
|
|
2021
Q1 | $30K | Buy |
130
+30
| +30% | +$6.92K | ﹤0.01% | 2761 |
|
|
2020
Q4 | $22K | Hold |
100
| – | – | ﹤0.01% | 2212 |
|
|
2020
Q3 | $19K | Hold |
100
| – | – | ﹤0.01% | 2003 |
|
|
2020
Q2 | $19K | Buy |
+100
| New | +$19K | ﹤0.01% | 1971 |
|