Fiduciary Financial Services of The Southwest’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $575K | Sell |
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|
2019
Q3 | $663K | Hold |
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|
2019
Q2 | $630K | Buy |
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|
2019
Q1 | $544K | Buy |
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|
2018
Q4 | $457K | Hold |
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|
2018
Q3 | $612K | Hold |
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|
2018
Q2 | $622K | Buy |
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|
2018
Q1 | $640K | Sell |
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|
2017
Q4 | $653K | Buy |
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|
2017
Q3 | $518K | Buy |
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|
2017
Q2 | $440K | Buy |
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|
2017
Q1 | $357K | Sell |
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|
2016
Q4 | $361K | Sell |
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|
2016
Q3 | $418K | Buy |
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|
2016
Q2 | $317K | Buy |
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