CW
Cobiz Wealth’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $3.18M | Buy |
16,141
+143
| +0.9% | +$28.2K | 0.63% | 51 |
|
|
2019
Q1 | $2.81M | Buy |
15,998
+5,759
| +56% | +$1.01M | 0.54% | 54 |
|
|
2018
Q4 | $1.65M | Sell |
10,239
-10,157
| -50% | -$1.63M | 0.36% | 61 |
|
|
2018
Q3 | $4.4M | Sell |
20,396
-12
| -0.1% | -$2.59K | 0.84% | 49 |
|
|
2018
Q2 | $4.47M | Buy |
20,408
+847
| +4% | +$185K | 0.91% | 47 |
|
|
2018
Q1 | $4.46M | Buy |
19,561
+972
| +5% | +$222K | 0.94% | 45 |
|
|
2017
Q4 | $4.25M | Buy |
18,589
+3,476
| +23% | +$795K | 0.89% | 46 |
|
|
2017
Q3 | $3.01M | Buy |
+15,113
| New | +$3.01M | 0.66% | 54 |
|