Gerald L. Ray & Associates’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $923K | Hold |
4,630
| – | – | 0.12% | 160 |
|
|
2017
Q2 | $897K | Buy |
4,630
+30
| +0.7% | +$5.81K | 0.12% | 165 |
|
|
2017
Q1 | $746K | Buy |
4,600
+500
| +12% | +$81.1K | 0.1% | 173 |
|
|
2016
Q4 | $629K | Buy |
4,100
+1,720
| +72% | +$264K | 0.09% | 193 |
|
|
2016
Q3 | $396K | Buy |
2,380
+50
| +2% | +$8.32K | 0.06% | 224 |
|
|
2016
Q2 | $385K | Hold |
2,330
| – | – | 0.06% | 217 |
|
|
2016
Q1 | $352K | Buy |
+2,330
| New | +$352K | 0.06% | 216 |
|