Concert 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
2017
Q2
Sell
-1,379
Closed -$212K 402
2017
Q1
$212K Buy
1,379
+10
+0.7% +$1.54K 0.05% 435
2016
Q4
$210K Sell
1,369
-523
-28% -$80.2K 0.05% 442
2016
Q3
$314K Buy
1,892
+72
+4% +$11.9K 0.04% 478
2016
Q2
$300K Buy
+1,820
New +$300K 0.04% 461