Heartland Bank & Trust’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 |
-2,362
| Closed | -$547K | – | 147 |
|
|
2022
Q4 | $547K | Buy |
2,362
+122
| +5% | +$28.3K | 0.4% | 65 |
|
|
2022
Q3 | $514K | Sell |
2,240
-409
| -15% | -$93.9K | 0.49% | 69 |
|
|
2022
Q2 | $617K | Sell |
2,649
-43
| -2% | -$10K | 0.55% | 64 |
|
|
2022
Q1 | $620K | Buy |
2,692
+372
| +16% | +$85.7K | 0.47% | 69 |
|
|
2021
Q4 | $582K | Buy |
+2,320
| New | +$582K | 0.43% | 72 |
|