Epic Trust Investment Advisors’s Constellation Brands STZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,159	Closed	-$262K	–	118
2023 Q1	$262K	Sell	1,159 -501	-30%	-$113K	0.32%	90
2022 Q4	$385K	Sell	1,660 -99	-6%	-$23K	0.58%	56
2022 Q3	$404K	Buy	+1,759	New	+$404K	0.56%	50