Icon Wealth Partners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-89
| Closed | -$16K | – | 689 |
|
|
2019
Q1 | $16K | Buy |
+89
| New | +$16K | 0.01% | 606 |
|
|
2018
Q3 | – | Sell |
-367
| Closed | -$80K | – | 665 |
|
|
2018
Q2 | $80K | Buy |
+367
| New | +$80K | 0.03% | 284 |
|
|
2018
Q1 | – | Sell |
-133
| Closed | -$30K | – | 662 |
|
|
2017
Q4 | $30K | Buy |
+133
| New | +$30K | 0.01% | 530 |
|