Family 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
Q1 | – | Sell |
-9,634
| Closed | -$1.83M | – | 192 |
|
|
2019
Q4 | $1.83M | Sell |
9,634
-61
| -0.6% | -$11.6K | 0.63% | 49 |
|
|
2019
Q3 | $2.01M | Sell |
9,695
-168
| -2% | -$34.8K | 0.75% | 41 |
|
|
2019
Q2 | $1.94M | Sell |
9,863
-20
| -0.2% | -$3.94K | 0.76% | 43 |
|
|
2019
Q1 | $1.73M | Buy |
9,883
+2,856
| +41% | +$501K | 0.75% | 46 |
|
|
2018
Q4 | $1.13M | Sell |
7,027
-4,045
| -37% | -$650K | 0.47% | 54 |
|
|
2018
Q3 | $2.39M | Sell |
11,072
-411
| -4% | -$88.6K | 1.39% | 30 |
|
|
2018
Q2 | $2.51M | Buy |
11,483
+881
| +8% | +$193K | 1.56% | 26 |
|
|
2018
Q1 | $2.42M | Buy |
+10,602
| New | +$2.42M | 1.82% | 25 |
|