Evolution Wealth Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-15
| Closed | -$3K | – | 566 |
|
|
2021
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 626 |
|
|
2021
Q2 | $4K | Hold |
15
| – | – | ﹤0.01% | 564 |
|
|
2021
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 613 |
|
|
2020
Q4 | $3K | Hold |
15
| – | – | ﹤0.01% | 540 |
|
|
2020
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 513 |
|
|
2020
Q2 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 450 |
|
|
2020
Q1 | – | Sell |
-23
| Closed | -$4K | – | 613 |
|
|
2019
Q4 | $4K | Sell |
23
-12
| -34% | -$2.09K | ﹤0.01% | 466 |
|
|
2019
Q3 | $7K | Hold |
35
| – | – | ﹤0.01% | 238 |
|
|
2019
Q2 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 219 |
|