IFG Advisory’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,678
| Closed | -$422K | – | 594 |
|
|
2023
Q3 | $422K | Buy |
+1,678
| New | +$422K | 0.04% | 378 |
|
|
2023
Q2 | – | Sell |
-1,760
| Closed | -$398K | – | 471 |
|
|
2023
Q1 | $398K | Buy |
1,760
+347
| +25% | +$78.4K | 0.04% | 361 |
|
|
2022
Q4 | $327K | Buy |
+1,413
| New | +$327K | 0.03% | 381 |
|