Goodman 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-417
| Closed | -$113K | – | 209 |
|
2024
Q1 | $113K | Buy |
+417
| New | +$113K | 0.04% | 80 |
|
2023
Q1 | – | Sell |
-8
| Closed | -$2K | – | 175 |
|
2022
Q4 | $2K | Hold |
8
| – | – | ﹤0.01% | 133 |
|
2022
Q3 | $2K | Hold |
8
| – | – | ﹤0.01% | 140 |
|
2022
Q2 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 146 |
|