GSB Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,851
| Closed | -$429K | – | 224 |
|
|
2022
Q4 | $429K | Sell |
1,851
-49
| -3% | -$11.4K | 0.15% | 143 |
|
|
2022
Q3 | $436K | Buy |
1,900
+1
| +0.1% | +$229 | 0.16% | 149 |
|
|
2022
Q2 | $443K | Sell |
1,899
-199
| -9% | -$46.4K | 0.15% | 153 |
|
|
2022
Q1 | $483K | Sell |
2,098
-74
| -3% | -$17K | 0.14% | 163 |
|
|
2021
Q4 | $545K | Buy |
2,172
+672
| +45% | +$169K | 0.16% | 155 |
|
|
2021
Q3 | $316K | Buy |
+1,500
| New | +$316K | 0.16% | 117 |
|