Hall Capital 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 |
-1,040
| Closed | -$216K | – | 83 |
|
2019
Q3 | $216K | Hold |
1,040
| – | – | 0.19% | 78 |
|
2019
Q2 | $205K | Sell |
1,040
-108
| -9% | -$21.3K | 0.18% | 83 |
|
2019
Q1 | $201K | Buy |
+1,148
| New | +$201K | 0.18% | 83 |
|
2018
Q4 | – | Sell |
-1,118
| Closed | -$241K | – | 84 |
|
2018
Q3 | $241K | Buy |
1,118
+155
| +16% | +$33.4K | 0.21% | 78 |
|
2018
Q2 | $211K | Buy |
963
+53
| +6% | +$11.6K | 0.2% | 81 |
|
2018
Q1 | $207K | Buy |
+910
| New | +$207K | 0.2% | 82 |
|