Confluence Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $975K | Buy |
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|
2020
Q2 | $793K | Buy |
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|
2020
Q1 | $508K | Sell |
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|
2019
Q4 | $907K | Buy |
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|
2019
Q3 | $975K | Buy |
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|
2019
Q2 | $912K | Sell |
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|
2019
Q1 | $825K | Buy |
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|
2018
Q4 | $748K | Sell |
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|
2018
Q3 | $1.02M | Sell |
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|
2018
Q2 | $1.05M | Sell |
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|
2018
Q1 | $1.1M | Hold |
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|
2017
Q4 | $1.1M | Sell |
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|
2017
Q3 | $983K | Sell |
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|
2017
Q2 | $977K | Buy |
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|
2017
Q1 | $806K | Sell |
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|
2016
Q4 | $925K | Sell |
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|
2016
Q3 | $1.01M | Sell |
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|
2016
Q2 | $1.02M | Sell |
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|
2016
Q1 | $1.15M | Buy |
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|
2015
Q4 | $730K | Buy |
|