Destination 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | – | Sell |
-84
| Closed | -$17K | – | 453 |
|
2019
Q2 | $17K | Sell |
84
-276
| -77% | -$55.9K | ﹤0.01% | 394 |
|
2019
Q1 | $63K | Buy |
360
+60
| +20% | +$10.5K | ﹤0.01% | 236 |
|
2018
Q4 | $48K | Hold |
300
| – | – | ﹤0.01% | 261 |
|
2018
Q3 | $65K | Buy |
+300
| New | +$65K | ﹤0.01% | 255 |
|
2018
Q2 | – | Sell |
-345
| Closed | -$79K | – | 632 |
|
2018
Q1 | $79K | Buy |
+345
| New | +$79K | ﹤0.01% | 211 |
|