Delta Financial Group’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,651
| Closed | -$425K | – | 139 |
|
|
2024
Q2 | $425K | Buy |
1,651
+221
| +15% | +$56.9K | 0.18% | 73 |
|
|
2024
Q1 | $389K | Sell |
1,430
-95
| -6% | -$25.8K | 0.11% | 146 |
|
|
2023
Q4 | $369K | Buy |
1,525
+101
| +7% | +$24.4K | 0.12% | 133 |
|
|
2023
Q3 | $358K | Sell |
1,424
-146
| -9% | -$36.7K | 0.12% | 127 |
|
|
2023
Q2 | $386K | Sell |
1,570
-160
| -9% | -$39.3K | 0.45% | 50 |
|
|
2023
Q1 | $391K | Sell |
1,730
-71
| -4% | -$16K | 0.15% | 106 |
|
|
2022
Q4 | $419K | Buy |
+1,801
| New | +$419K | 0.19% | 98 |
|