DFPG Investments’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $422K | Buy |
1,749
+33
| +2% | +$7.97K | 0.03% | 445 |
|
|
2023
Q3 | $410K | Sell |
1,716
-227
| -12% | -$54.2K | 0.04% | 396 |
|
|
2023
Q2 | $521K | Buy |
1,943
+26
| +1% | +$6.97K | 0.05% | 365 |
|
|
2023
Q1 | $433K | Buy |
1,917
+103
| +6% | +$23.3K | 0.05% | 364 |
|
|
2022
Q4 | $404K | Buy |
1,814
+259
| +17% | +$57.7K | 0.07% | 296 |
|
|
2022
Q3 | $350K | Buy |
+1,555
| New | +$350K | 0.15% | 106 |
|
|
2019
Q3 | – | Sell |
-1,247
| Closed | -$247K | – | 176 |
|
|
2019
Q2 | $247K | Sell |
1,247
-1,022
| -45% | -$202K | 0.24% | 123 |
|
|
2019
Q1 | $434K | Buy |
+2,269
| New | +$434K | 0.47% | 72 |
|