Herold Advisors’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 |
-4,375
| Closed | -$1.01M | – | 239 |
|
|
2022
Q4 | $1.01M | Hold |
4,375
| – | – | 0.43% | 73 |
|
|
2022
Q3 | $1M | Hold |
4,375
| – | – | 0.48% | 70 |
|
|
2022
Q2 | $1.02M | Sell |
4,375
-50
| -1% | -$11.6K | 0.45% | 73 |
|
|
2022
Q1 | $1.02M | Hold |
4,425
| – | – | 0.36% | 85 |
|
|
2021
Q4 | $1.11M | Hold |
4,425
| – | – | 0.43% | 80 |
|
|
2021
Q3 | $932K | Buy |
+4,425
| New | +$932K | 0.36% | 81 |
|