Derby & Company’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $316K | Buy |
1,499
+239
| +19% | +$50.4K | 0.06% | 63 |
|
2021
Q2 | $295K | Hold |
1,260
| – | – | 0.06% | 66 |
|
2021
Q1 | $287K | Hold |
1,260
| – | – | 0.06% | 68 |
|
2020
Q4 | $276K | Hold |
1,260
| – | – | 0.07% | 61 |
|
2020
Q3 | $239K | Hold |
1,260
| – | – | 0.07% | 63 |
|
2020
Q2 | $220K | Buy |
+1,260
| New | +$220K | 0.07% | 59 |
|