High Net Worth Advisory Group’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-190
| Closed | -$44K | – | 529 |
|
|
2022
Q4 | $44K | Hold |
190
| – | – | 0.02% | 348 |
|
|
2022
Q3 | $44K | Hold |
190
| – | – | 0.02% | 354 |
|
|
2022
Q2 | $44K | Sell |
190
-100
| -34% | -$23.2K | 0.02% | 343 |
|
|
2022
Q1 | $67K | Hold |
290
| – | – | 0.02% | 303 |
|
|
2021
Q4 | $73K | Buy |
+290
| New | +$73K | 0.03% | 300 |
|