CWA
Constellation Wealth Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-46,725
| Closed | -$5.42M | – | 139 |
|
|
2015
Q2 | $5.42M | Sell |
46,725
-1,300
| -3% | -$151K | 0.46% | 50 |
|
|
2015
Q1 | $5.58M | Hold |
48,025
| – | – | 0.49% | 49 |
|
|
2014
Q4 | $4.72M | Hold |
48,025
| – | – | 0.39% | 54 |
|
|
2014
Q3 | $4.19M | Sell |
48,025
-5,600
| -10% | -$488K | 0.39% | 53 |
|
|
2014
Q2 | $4.73M | Sell |
53,625
-2,700
| -5% | -$238K | 0.53% | 50 |
|
|
2014
Q1 | $4.79M | Sell |
56,325
-75
| -0.1% | -$6.37K | 0.47% | 64 |
|
|
2013
Q4 | $3.97M | Hold |
56,400
| – | – | 0.38% | 64 |
|
|
2013
Q3 | $3.24M | Hold |
56,400
| – | – | 0.37% | 67 |
|
|
2013
Q2 | $2.94M | Buy |
+56,400
| New | +$2.94M | 0.35% | 66 |
|