Hendley & Co’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 |
-1,012
| Closed | -$210K | – | 60 |
|
|
2019
Q3 | $210K | Hold |
1,012
| – | – | 0.1% | 59 |
|
|
2019
Q2 | $199K | Buy |
+1,012
| New | +$199K | 0.09% | 60 |
|
|
2018
Q4 | – | Sell |
-1,502
| Closed | -$324K | – | 59 |
|
|
2018
Q3 | $324K | Buy |
1,502
+275
| +22% | +$59.3K | 0.16% | 53 |
|
|
2018
Q2 | $269K | Buy |
+1,227
| New | +$269K | 0.14% | 52 |
|