Carmichael Hill & Associates’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 | – | Sell |
-75
| Closed | -$17K | – | 749 |
|
|
2022
Q3 | $17K | Hold |
75
| – | – | 0.01% | 413 |
|
|
2022
Q2 | $17K | Hold |
75
| – | – | 0.01% | 404 |
|
|
2022
Q1 | $17K | Hold |
75
| – | – | 0.01% | 426 |
|
|
2021
Q4 | $19K | Hold |
75
| – | – | 0.01% | 415 |
|
|
2021
Q3 | $16K | Buy |
75
+15
| +25% | +$3.2K | 0.01% | 431 |
|
|
2021
Q2 | $14K | Hold |
60
| – | – | 0.01% | 449 |
|
|
2021
Q1 | $14K | Hold |
60
| – | – | 0.01% | 445 |
|
|
2020
Q4 | $13K | Hold |
60
| – | – | 0.01% | 443 |
|
|
2020
Q3 | $11K | Buy |
+60
| New | +$11K | 0.01% | 434 |
|