Haverford Financial Services’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 |
-4,770
| Closed | -$1.11M | – | 63 |
|
|
2022
Q4 | $1.11M | Hold |
4,770
| – | – | 0.3% | 46 |
|
|
2022
Q3 | $1.1M | Hold |
4,770
| – | – | 0.34% | 42 |
|
|
2022
Q2 | $1.11M | Hold |
4,770
| – | – | 0.32% | 40 |
|
|
2022
Q1 | $1.1M | Hold |
4,770
| – | – | 0.27% | 47 |
|
|
2021
Q4 | $1.2M | Buy |
4,770
+1,435
| +43% | +$360K | 0.27% | 47 |
|
|
2021
Q3 | $703K | Buy |
+3,335
| New | +$703K | 0.17% | 58 |
|