CRCM
Crystal Rock Capital Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-10,425
| Closed | -$1.82M | – | 36 |
|
|
2020
Q2 | $1.82M | Hold |
10,425
| – | – | 1.26% | 29 |
|
|
2020
Q1 | $1.5M | Sell |
10,425
-1,750
| -14% | -$251K | 1.32% | 25 |
|
|
2019
Q4 | $2.31M | Hold |
12,175
| – | – | 1.51% | 24 |
|
|
2019
Q3 | $2.52M | Hold |
12,175
| – | – | 1.85% | 20 |
|
|
2019
Q2 | $2.4M | Buy |
12,175
+1,500
| +14% | +$295K | 1.77% | 21 |
|
|
2019
Q1 | $1.87M | Buy |
10,675
+4,675
| +78% | +$820K | 1.38% | 24 |
|
|
2018
Q4 | $965K | Buy |
6,000
+550
| +10% | +$88.5K | 0.87% | 30 |
|
|
2018
Q3 | $1.18M | Hold |
5,450
| – | – | 0.81% | 29 |
|
|
2018
Q2 | $1.19M | Buy |
5,450
+2,950
| +118% | +$646K | 0.85% | 30 |
|
|
2018
Q1 | $570K | Buy |
+2,500
| New | +$570K | 0.4% | 31 |
|