Disciplined 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
Q3 | – | Sell |
-10
| Closed | -$2.46K | – | 1361 |
|
|
2023
Q2 | $2.46K | Buy |
10
+1
| +11% | +$246 | ﹤0.01% | 579 |
|
|
2023
Q1 | $2.03K | Sell |
9
-1
| -10% | -$226 | ﹤0.01% | 654 |
|
|
2022
Q4 | $2.32K | Sell |
10
-3
| -23% | -$695 | ﹤0.01% | 579 |
|
|
2022
Q3 | $3K | Buy |
13
+3
| +30% | +$692 | ﹤0.01% | 550 |
|
|
2022
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 742 |
|
|
2022
Q1 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 785 |
|