Evoke Wealth’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,158
| Closed | -$298K | – | 456 |
|
|
2024
Q3 | $298K | Buy |
+1,158
| New | +$298K | 0.01% | 337 |
|
|
2024
Q2 | – | Sell |
-862
| Closed | -$234K | – | 345 |
|
|
2024
Q1 | $234K | Buy |
+862
| New | +$234K | 0.01% | 353 |
|
|
2023
Q4 | – | Sell |
-999
| Closed | -$251K | – | 312 |
|
|
2023
Q3 | $251K | Sell |
999
-278
| -22% | -$69.9K | 0.01% | 321 |
|
|
2023
Q2 | $314K | Buy |
1,277
+390
| +44% | +$96K | 0.01% | 278 |
|
|
2023
Q1 | $200K | Sell |
887
-328
| -27% | -$74.1K | 0.01% | 330 |
|
|
2022
Q4 | $282K | Buy |
1,215
+392
| +48% | +$90.8K | 0.01% | 291 |
|
|
2022
Q3 | $189K | Sell |
823
-52
| -6% | -$11.9K | 0.01% | 333 |
|
|
2022
Q2 | $204K | Sell |
875
-11
| -1% | -$2.57K | 0.01% | 309 |
|
|
2022
Q1 | $204K | Buy |
886
+128
| +17% | +$29.5K | 0.01% | 350 |
|
|
2021
Q4 | $190K | Buy |
758
+389
| +105% | +$97.5K | 0.01% | 373 |
|
|
2021
Q3 | $77K | Buy |
369
+2
| +0.5% | +$417 | ﹤0.01% | 458 |
|
|
2021
Q2 | $86K | Buy |
367
+81
| +28% | +$19K | ﹤0.01% | 462 |
|
|
2021
Q1 | $65K | Sell |
286
-614
| -68% | -$140K | ﹤0.01% | 423 |
|
|
2020
Q4 | $197K | Buy |
900
+833
| +1,243% | +$182K | 0.01% | 235 |
|
|
2020
Q3 | $13K | Buy |
67
+3
| +5% | +$582 | ﹤0.01% | 525 |
|
|
2020
Q2 | $11K | Buy |
64
+42
| +191% | +$7.22K | ﹤0.01% | 542 |
|
|
2020
Q1 | $3.16K | Sell |
22
-357
| -94% | -$51.3K | ﹤0.01% | 716 |
|
|
2019
Q4 | $71.9K | Hold |
379
| – | – | 0.01% | 354 |
|
|
2019
Q3 | $78.6K | Buy |
+379
| New | +$78.6K | 0.01% | 409 |
|