Creative Planning’s CONSTELLATION BRANDS, INC. CLASS B STZ.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-200
| Closed | -$39K | – | 3876 |
|
|
2017
Q2 | $39K | Hold |
200
| – | – | ﹤0.01% | 2703 |
|
|
2017
Q1 | $33K | Hold |
200
| – | – | ﹤0.01% | 2751 |
|
|
2016
Q4 | $31K | Hold |
200
| – | – | ﹤0.01% | 2743 |
|
|
2016
Q3 | $33K | Hold |
200
| – | – | ﹤0.01% | 2656 |
|
|
2016
Q2 | $33K | Buy |
+200
| New | +$33K | ﹤0.01% | 2409 |
|