Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-50
| Closed | -$11.5K | – | 336 |
|
|
2020
Q1 | $11.5K | Buy |
+50
| New | +$11.5K | 0.01% | 183 |
|
|
2019
Q4 | – | Sell |
-71
| Closed | -$15K | – | 224 |
|
|
2019
Q3 | $15K | Hold |
71
| – | – | 0.02% | 159 |
|
|
2019
Q2 | $14K | Hold |
71
| – | – | 0.01% | 174 |
|
|
2019
Q1 | $13K | Hold |
71
| – | – | 0.01% | 175 |
|
|
2018
Q4 | $11K | Hold |
71
| – | – | 0.01% | 184 |
|
|
2018
Q3 | $15.3K | Buy |
71
+1
| +1% | +$215 | 0.01% | 185 |
|
|
2018
Q2 | $15.5K | Buy |
70
+20
| +40% | +$4.42K | 0.01% | 179 |
|
|
2018
Q1 | $11.5K | Buy |
+50
| New | +$11.5K | 0.01% | 183 |
|