Fortem Financial Group’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,171
| Closed | -$270K | – | 195 |
|
|
2022
Q1 | $270K | Sell |
1,171
-554
| -32% | -$128K | 0.12% | 141 |
|
|
2021
Q4 | $433K | Sell |
1,725
-34
| -2% | -$8.53K | 0.2% | 122 |
|
|
2021
Q3 | $371K | Buy |
1,759
+25
| +1% | +$5.27K | 0.19% | 127 |
|
|
2021
Q2 | $406K | Buy |
1,734
+117
| +7% | +$27.4K | 0.21% | 126 |
|
|
2021
Q1 | $369K | Buy |
1,617
+50
| +3% | +$11.4K | 0.21% | 123 |
|
|
2020
Q4 | $343K | Sell |
1,567
-3,881
| -71% | -$850K | 0.21% | 115 |
|
|
2020
Q3 | $1.03M | Sell |
5,448
-1,603
| -23% | -$304K | 0.75% | 49 |
|
|
2020
Q2 | $1.23M | Buy |
7,051
+252
| +4% | +$44.1K | 0.95% | 35 |
|
|
2020
Q1 | $975K | Buy |
6,799
+1,901
| +39% | +$273K | 0.89% | 39 |
|
|
2019
Q4 | $929K | Sell |
4,898
-1,756
| -26% | -$333K | 0.69% | 54 |
|
|
2019
Q3 | $1.38M | Buy |
6,654
+1,768
| +36% | +$366K | 1.18% | 37 |
|
|
2019
Q2 | $962K | Buy |
4,886
+242
| +5% | +$47.6K | 0.97% | 43 |
|
|
2019
Q1 | $814K | Buy |
4,644
+137
| +3% | +$24K | 0.85% | 47 |
|
|
2018
Q4 | $725K | Buy |
+4,507
| New | +$725K | 0.87% | 47 |
|