FAFN
First Affirmative Financial Network’s Constellation Brands STZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-796
| Closed | -$205K | – | 296 |
|
2024
Q3 | $205K | Sell |
796
-27
| -3% | -$6.96K | 0.11% | 252 |
|
2024
Q2 | $212K | Buy |
823
+19
| +2% | +$4.89K | 0.15% | 219 |
|
2024
Q1 | $219K | Sell |
804
-25
| -3% | -$6.8K | 0.16% | 207 |
|
2023
Q4 | $200K | Sell |
829
-28
| -3% | -$6.77K | 0.16% | 213 |
|
2023
Q3 | $215K | Buy |
857
+1
| +0.1% | +$251 | 0.21% | 167 |
|
2023
Q2 | $211K | Sell |
856
-201
| -19% | -$49.5K | 0.21% | 161 |
|
2023
Q1 | $239K | Sell |
1,057
-55
| -5% | -$12.4K | 0.28% | 116 |
|
2022
Q4 | $258K | Buy |
+1,112
| New | +$258K | 0.31% | 102 |
|