CT Financial Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-2,000
| Closed | -$302K | – | 663 |
|
|
2016
Q1 | $302K | Hold |
2,000
| – | – | 0.17% | 112 |
|
|
2015
Q4 | $285K | Hold |
2,000
| – | – | 0.16% | 114 |
|
|
2015
Q3 | $250K | Hold |
2,000
| – | – | 0.16% | 116 |
|
|
2015
Q2 | $232K | Hold |
2,000
| – | – | 0.13% | 132 |
|
|
2015
Q1 | $232K | Hold |
2,000
| – | – | 0.13% | 138 |
|
|
2014
Q4 | $196K | Buy |
+2,000
| New | +$196K | 0.15% | 116 |
|
|
2014
Q1 | $232K | Buy |
+2,000
| New | +$232K | 0.13% | 138 |
|