Clearview Wealth Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-23
| Closed | -$5.66K | – | 566 |
|
|
2023
Q2 | $5.66K | Hold |
23
| – | – | 0.01% | 413 |
|
|
2023
Q1 | $5.2K | Hold |
23
| – | – | 0.01% | 425 |
|
|
2022
Q4 | $5.33K | Hold |
23
| – | – | ﹤0.01% | 390 |
|
|
2022
Q3 | $5K | Hold |
23
| – | – | ﹤0.01% | 416 |
|
|
2022
Q2 | $5K | Hold |
23
| – | – | ﹤0.01% | 436 |
|
|
2022
Q1 | $5K | Sell |
23
-20
| -47% | -$4.35K | ﹤0.01% | 459 |
|
|
2021
Q4 | $11K | Hold |
43
| – | – | 0.01% | 402 |
|
|
2021
Q3 | $9K | Sell |
43
-106
| -71% | -$22.2K | 0.01% | 442 |
|
|
2021
Q2 | $35K | Sell |
149
-45
| -23% | -$10.6K | 0.02% | 280 |
|
|
2021
Q1 | $44K | Buy |
+194
| New | +$44K | 0.03% | 239 |
|