FDO Partners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,704
| Closed | -$524K | – | 304 |
|
|
2017
Q2 | $524K | Buy |
+2,704
| New | +$524K | 0.11% | 210 |
|
|
2017
Q1 | – | Sell |
-15,504
| Closed | -$2.38M | – | 278 |
|
|
2016
Q4 | $2.38M | Buy |
15,504
+12,281
| +381% | +$1.88M | 0.96% | 24 |
|
|
2016
Q3 | $537K | Sell |
3,223
-645
| -17% | -$107K | 0.23% | 151 |
|
|
2016
Q2 | $640K | Buy |
+3,868
| New | +$640K | 0.35% | 122 |
|