Horan Capital Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-250
| Closed | -$47K | – | 252 |
|
|
2020
Q3 | $47K | Buy |
+250
| New | +$47K | 0.03% | 179 |
|
|
2020
Q1 | – | Sell |
-250
| Closed | -$47K | – | 227 |
|
|
2019
Q4 | $47K | Hold |
250
| – | – | 0.03% | 147 |
|
|
2019
Q3 | $52K | Buy |
+250
| New | +$52K | 0.03% | 143 |
|
|
2019
Q2 | – | Sell |
-250
| Closed | -$44K | – | 219 |
|
|
2019
Q1 | $44K | Buy |
+250
| New | +$44K | 0.03% | 146 |
|
|
2017
Q4 | – | Sell |
-250
| Closed | -$50K | – | 237 |
|
|
2017
Q3 | $50K | Buy |
+250
| New | +$50K | 0.03% | 151 |
|