Curi Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-103
| Closed | -$24K | – | 624 |
|
|
2022
Q2 | $24K | Buy |
103
+1
| +1% | +$233 | ﹤0.01% | 287 |
|
|
2022
Q1 | $23K | Hold |
102
| – | – | ﹤0.01% | 270 |
|
|
2021
Q4 | $25K | Buy |
+102
| New | +$25K | ﹤0.01% | 230 |
|
|
2021
Q1 | – | Sell |
-101
| Closed | -$22K | – | 434 |
|
|
2020
Q4 | $22K | Buy |
+101
| New | +$22K | 0.02% | 201 |
|