Cavalier Investments’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-9,001
| Closed | -$1.38M | – | 179 |
|
|
2016
Q4 | $1.38M | Buy |
9,001
+2,300
| +34% | +$353K | 0.89% | 13 |
|
|
2016
Q3 | $1.12M | Hold |
6,701
| – | – | 0.68% | 34 |
|
|
2016
Q2 | $1.11M | Hold |
6,701
| – | – | 0.65% | 29 |
|
|
2016
Q1 | $1.01M | Buy |
6,701
+4,401
| +191% | +$665K | 0.58% | 34 |
|
|
2015
Q4 | $328K | Buy |
+2,300
| New | +$328K | 0.2% | 82 |
|