CM 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	-894	Closed	-$244K	–	160
2023 Q2	$244K	Sell	894 -7,080	-89%	-$1.93M	0.08%	132
2023 Q1	$1.8M	Buy	+7,974	New	+$1.8M	0.35%	62