Donaldson Capital Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,639
| Closed | -$378K | – | 205 |
|
|
2020
Q1 | $378K | Buy |
+2,639
| New | +$378K | 0.03% | 141 |
|
|
2018
Q4 | – | Sell |
-1,362
| Closed | -$294K | – | 196 |
|
|
2018
Q3 | $294K | Buy |
+1,362
| New | +$294K | 0.03% | 154 |
|
|
2018
Q2 | – | Sell |
-894
| Closed | -$204K | – | 188 |
|
|
2018
Q1 | $204K | Buy |
+894
| New | +$204K | 0.02% | 162 |
|