Ferris Capital’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-348
| Closed | -$61K | – | 554 |
|
|
2019
Q1 | $61K | Hold |
348
| – | – | 0.02% | 251 |
|
|
2018
Q4 | $56K | Buy |
348
+7
| +2% | +$1.13K | 0.02% | 241 |
|
|
2018
Q3 | $74K | Hold |
341
| – | – | 0.03% | 227 |
|
|
2018
Q2 | $75K | Hold |
341
| – | – | 0.03% | 221 |
|
|
2018
Q1 | $78K | Buy |
+341
| New | +$78K | 0.03% | 244 |
|
|
2017
Q3 | – | Sell |
-420
| Closed | -$81K | – | 514 |
|
|
2017
Q2 | $81K | Buy |
+420
| New | +$81K | 0.04% | 210 |
|