DCM Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,058
| Closed | -$702K | – | 160 |
|
|
2022
Q3 | $702K | Sell |
3,058
-510
| -14% | -$117K | 0.35% | 73 |
|
|
2022
Q2 | $831K | Buy |
3,568
+545
| +18% | +$127K | 0.36% | 77 |
|
|
2022
Q1 | $696K | Buy |
3,023
+750
| +33% | +$173K | 0.25% | 102 |
|
|
2021
Q4 | $570K | Buy |
+2,273
| New | +$570K | 0.17% | 129 |
|