Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5
| Closed | -$1K | – | 632 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 551 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 511 |
|
|
2020
Q2 | $0 | Sell |
5
-33
| -87% | – | ﹤0.01% | 834 |
|
|
2020
Q1 | $5K | Sell |
38
-23
| -38% | -$3.03K | 0.01% | 262 |
|
|
2019
Q4 | $11K | Hold |
61
| – | – | 0.01% | 234 |
|
|
2019
Q3 | $13K | Sell |
61
-34
| -36% | -$7.25K | 0.02% | 224 |
|
|
2019
Q2 | $18K | Hold |
95
| – | – | 0.02% | 165 |
|
|
2019
Q1 | $17K | Buy |
+95
| New | +$17K | 0.02% | 182 |
|