FMA Advisory’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.72M | Sell |
8,183
-1,306
| -14% | -$275K | 0.64% | 59 |
|
|
2021
Q2 | $2.22M | Sell |
9,489
-27
| -0.3% | -$6.31K | 0.82% | 47 |
|
|
2021
Q1 | $2.17M | Sell |
9,516
-106
| -1% | -$24.2K | 0.67% | 55 |
|
|
2020
Q4 | $2.11M | Buy |
9,622
+76
| +0.8% | +$16.7K | 0.7% | 50 |
|
|
2020
Q3 | $1.81M | Sell |
9,546
-251
| -3% | -$47.6K | 0.72% | 49 |
|
|
2020
Q2 | $1.71M | Buy |
9,797
+188
| +2% | +$32.9K | 0.77% | 45 |
|
|
2020
Q1 | $1.38M | Sell |
9,609
-563
| -6% | -$80.7K | 0.75% | 47 |
|
|
2019
Q4 | $1.93M | Buy |
10,172
+221
| +2% | +$41.9K | 0.78% | 48 |
|
|
2019
Q3 | $2.06M | Buy |
9,951
+139
| +1% | +$28.8K | 0.9% | 40 |
|
|
2019
Q2 | $1.93M | Buy |
9,812
+2,250
| +30% | +$443K | 0.86% | 45 |
|
|
2019
Q1 | $1.33M | Buy |
7,562
+3,584
| +90% | +$628K | 0.61% | 55 |
|
|
2018
Q4 | $640K | Buy |
3,978
+431
| +12% | +$69.3K | 0.33% | 85 |
|
|
2018
Q3 | $765K | Buy |
+3,547
| New | +$765K | 0.34% | 80 |
|