CCG Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,230
| Closed | -$285K | – | 99 |
|
|
2022
Q4 | $285K | Buy |
1,230
+42
| +4% | +$9.73K | 0.16% | 70 |
|
|
2022
Q3 | $273K | Buy |
1,188
+37
| +3% | +$8.5K | 0.17% | 66 |
|
|
2022
Q2 | $268K | Hold |
1,151
| – | – | 0.15% | 75 |
|
|
2022
Q1 | $265K | Buy |
1,151
+313
| +37% | +$72.1K | 0.13% | 96 |
|
|
2021
Q4 | $210K | Buy |
+838
| New | +$210K | 0.11% | 88 |
|