FinTrust Capital Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-102
| Closed | -$22K | – | 1243 |
|
|
2021
Q3 | $22K | Sell |
102
-1,247
| -92% | -$269K | 0.01% | 720 |
|
|
2021
Q2 | $316K | Hold |
1,349
| – | – | 0.08% | 211 |
|
|
2021
Q1 | $307K | Buy |
1,349
+128
| +10% | +$29.1K | 0.09% | 197 |
|
|
2020
Q4 | $268K | Buy |
1,221
+1,120
| +1,109% | +$246K | 0.09% | 196 |
|
|
2020
Q3 | $19 | Buy |
101
+1
| +1% | – | ﹤0.01% | 658 |
|
|
2020
Q2 | $18K | Buy |
+100
| New | +$18K | 0.01% | 640 |
|
|
2019
Q2 | – | Sell |
-39
| Closed | -$7K | – | 1237 |
|
|
2019
Q1 | $7K | Hold |
39
| – | – | ﹤0.01% | 861 |
|
|
2018
Q4 | $7K | Buy |
+39
| New | +$7K | ﹤0.01% | 853 |
|