Clarus Wealth Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-252
| Closed | -$50K | – | 494 |
|
|
2019
Q2 | $50K | Buy |
252
+26
| +12% | +$5.16K | 0.04% | 266 |
|
|
2019
Q1 | $40K | Buy |
226
+1
| +0.4% | +$177 | 0.03% | 332 |
|
|
2018
Q4 | $36K | Buy |
225
+1
| +0.4% | +$160 | 0.06% | 316 |
|
|
2018
Q3 | $48K | Sell |
224
-261
| -54% | -$55.9K | 0.03% | 305 |
|
|
2018
Q2 | $111K | Buy |
+485
| New | +$111K | 0.08% | 185 |
|