First Personal Financial Services’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $14.2K | Buy |
55
+1
| +2% | +$258 | ﹤0.01% | 287 |
|
|
2024
Q2 | $13.9K | Hold |
54
| – | – | ﹤0.01% | 256 |
|
|
2024
Q1 | $14.7K | Hold |
54
| – | – | ﹤0.01% | 256 |
|
|
2023
Q4 | $13.1K | Hold |
54
| – | – | ﹤0.01% | 286 |
|
|
2023
Q3 | $13.6K | Hold |
54
| – | – | ﹤0.01% | 285 |
|
|
2023
Q2 | $13.3K | Hold |
54
| – | – | ﹤0.01% | 293 |
|
|
2023
Q1 | $12.2K | Hold |
54
| – | – | ﹤0.01% | 311 |
|
|
2022
Q4 | $12.5K | Hold |
54
| – | – | ﹤0.01% | 314 |
|
|
2022
Q3 | $12K | Hold |
54
| – | – | ﹤0.01% | 328 |
|
|
2022
Q2 | $13K | Hold |
54
| – | – | ﹤0.01% | 266 |
|
|
2022
Q1 | $12K | Hold |
54
| – | – | ﹤0.01% | 287 |
|
|
2021
Q4 | $14K | Buy |
54
+8
| +17% | +$2.07K | ﹤0.01% | 267 |
|
|
2021
Q3 | $10K | Buy |
+46
| New | +$10K | ﹤0.01% | 290 |
|
|
2020
Q3 | – | Sell |
-3
| Closed | -$1K | – | 300 |
|
|
2020
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 296 |
|
|
2020
Q1 | $0 | Sell |
3
-6
| -67% | – | ﹤0.01% | 498 |
|
|
2019
Q4 | $2K | Sell |
9
-147
| -94% | -$32.7K | ﹤0.01% | 383 |
|
|
2019
Q3 | $32K | Sell |
156
-1,847
| -92% | -$379K | 0.01% | 289 |
|
|
2019
Q2 | $394K | Buy |
2,003
+27
| +1% | +$5.31K | 0.11% | 125 |
|
|
2019
Q1 | $346K | Sell |
1,976
-125
| -6% | -$21.9K | 0.11% | 131 |
|
|
2018
Q4 | $338K | Sell |
2,101
-11
| -0.5% | -$1.77K | 0.12% | 127 |
|
|
2018
Q3 | $455K | Sell |
2,112
-46
| -2% | -$9.91K | 0.14% | 121 |
|
|
2018
Q2 | $472K | Buy |
2,158
+1,284
| +147% | +$281K | 0.16% | 124 |
|
|
2018
Q1 | $199K | Sell |
874
-656
| -43% | -$149K | 0.04% | 210 |
|
|
2017
Q4 | $350K | Buy |
1,530
+262
| +21% | +$59.9K | 0.07% | 178 |
|
|
2017
Q3 | $253K | Hold |
1,268
| – | – | 0.05% | 199 |
|
|
2017
Q2 | $246K | Hold |
1,268
| – | – | 0.05% | 199 |
|
|
2017
Q1 | $206K | Sell |
1,268
-80
| -6% | -$13K | 0.05% | 192 |
|
|
2016
Q4 | $207K | Buy |
1,348
+1,115
| +479% | +$171K | 0.05% | 184 |
|
|
2016
Q3 | $39K | Sell |
233
-71
| -23% | -$11.9K | 0.01% | 321 |
|
|
2016
Q2 | $50K | Buy |
+304
| New | +$50K | 0.02% | 262 |
|