Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3
| Closed | -$816 | – | 421 |
|
|
2024
Q1 | $816 | Hold |
3
| – | – | ﹤0.01% | 426 |
|
|
2023
Q4 | $696 | Hold |
3
| – | – | ﹤0.01% | 360 |
|
|
2023
Q3 | $754 | Hold |
3
| – | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $739 | Hold |
3
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $678 | Hold |
3
| – | – | ﹤0.01% | 403 |
|
|
2022
Q4 | $696 | Hold |
3
| – | – | ﹤0.01% | 360 |
|
|
2022
Q3 | $690 | Hold |
3
| – | – | ﹤0.01% | 339 |
|
|
2022
Q2 | $700 | Buy |
+3
| New | +$700 | ﹤0.01% | 347 |
|