First Trust Direct Indexing’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $848K | Sell |
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|
2024
Q2 | $943K | Buy |
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|
2024
Q1 | $762K | Buy |
|
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|
2023
Q4 | $539K | Buy |
|
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|
2023
Q3 | $459K | Buy |
|
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|
2023
Q2 | $425K | Buy |
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|
2023
Q1 | $351K | Buy |
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|
2022
Q4 | $261K | Buy |
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|
2022
Q3 | $247K | Sell |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $15K | Buy |
|