Guardian Capital Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,260
| Closed | -$567K | – | 179 |
|
|
2023
Q2 | $567K | Sell |
2,260
-250
| -10% | -$62.7K | 0.06% | 114 |
|
|
2023
Q1 | $568K | Sell |
2,510
-2,840
| -53% | -$643K | 0.07% | 109 |
|
|
2022
Q4 | $1.19M | Sell |
5,350
-200
| -4% | -$44.6K | 0.14% | 95 |
|
|
2022
Q3 | $1.24M | Buy |
5,550
+2,200
| +66% | +$491K | 0.15% | 89 |
|
|
2022
Q2 | $841K | Buy |
3,350
+1,050
| +46% | +$264K | 0.1% | 103 |
|
|
2022
Q1 | $572K | Buy |
2,300
+100
| +5% | +$24.9K | 0.06% | 116 |
|
|
2021
Q4 | $546K | Buy |
+2,200
| New | +$546K | 0.05% | 130 |
|