Goelzer Investment Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-10,503
| Closed | -$1.69M | – | 270 |
|
|
2018
Q4 | $1.69M | Sell |
10,503
-469
| -4% | -$75.4K | 0.22% | 137 |
|
|
2018
Q3 | $2.37M | Sell |
10,972
-397
| -3% | -$85.6K | 0.26% | 124 |
|
|
2018
Q2 | $2.49M | Sell |
11,369
-400
| -3% | -$87.5K | 0.29% | 119 |
|
|
2018
Q1 | $2.68M | Sell |
11,769
-371
| -3% | -$84.5K | 0.32% | 111 |
|
|
2017
Q4 | $2.78M | Buy |
12,140
+690
| +6% | +$158K | 0.31% | 115 |
|
|
2017
Q3 | $2.28M | Sell |
11,450
-146
| -1% | -$29.1K | 0.27% | 124 |
|
|
2017
Q2 | $2.25M | Buy |
+11,596
| New | +$2.25M | 0.28% | 119 |
|