Groesbeck 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
Q4 | – | Sell |
-1,100
| Closed | -$228K | – | 105 |
|
2019
Q3 | $228K | Hold |
1,100
| – | – | 0.17% | 96 |
|
2019
Q2 | $217K | Buy |
+1,100
| New | +$217K | 0.18% | 95 |
|
2018
Q4 | – | Sell |
-1,100
| Closed | -$237K | – | 99 |
|
2018
Q3 | $237K | Hold |
1,100
| – | – | 0.16% | 96 |
|
2018
Q2 | $241K | Buy |
+1,100
| New | +$241K | 0.17% | 85 |
|