Elite 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-900
| Closed | -$205K | – | 58 |
|
|
2018
Q1 | $205K | Hold |
900
| – | – | 0.17% | 51 |
|
|
2017
Q4 | $206K | Buy |
+900
| New | +$206K | 0.17% | 55 |
|
|
2016
Q3 | $150K | Buy |
+900
| New | +$150K | 0.24% | 43 |
|
|
2014
Q4 | – | Sell |
-1,000
| Closed | -$87K | – | 428 |
|
|
2014
Q3 | $87K | Hold |
1,000
| – | – | 0.08% | 90 |
|
|
2014
Q2 | $88K | Hold |
1,000
| – | – | 0.09% | 83 |
|
|
2014
Q1 | $85K | Hold |
1,000
| – | – | 0.07% | 89 |
|
|
2013
Q4 | $70K | Buy |
+1,000
| New | +$70K | 0.05% | 132 |
|