Fortitude Advisory Group’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-815
| Closed | -$201K | – | 219 |
|
|
2023
Q2 | $201K | Buy |
+815
| New | +$201K | 0.15% | 179 |
|
|
2022
Q4 | – | Sell |
-892
| Closed | -$205K | – | 226 |
|
|
2022
Q3 | $205K | Buy |
892
+1
| +0.1% | +$230 | 0.19% | 162 |
|
|
2022
Q2 | $208K | Sell |
891
-222
| -20% | -$51.8K | 0.19% | 160 |
|
|
2022
Q1 | $256K | Sell |
1,113
-442
| -28% | -$102K | 0.14% | 153 |
|
|
2021
Q4 | $270K | Buy |
+1,555
| New | +$270K | 0.14% | 142 |
|