Independent Portfolio Consultants’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $295K | Sell |
1,521
-788
| -34% | -$153K | 0.12% | 241 |
|
|
2017
Q1 | $374K | Sell |
2,309
-4,355
| -65% | -$705K | 0.13% | 243 |
|
|
2016
Q4 | $1.02M | Buy |
6,664
+175
| +3% | +$26.8K | 0.34% | 85 |
|
|
2016
Q3 | $1.08M | Buy |
6,489
+395
| +6% | +$65.7K | 0.34% | 84 |
|
|
2016
Q2 | $1.01M | Sell |
6,094
-8,891
| -59% | -$1.47M | 0.32% | 89 |
|
|
2016
Q1 | $2.26M | Buy |
14,985
+9,560
| +176% | +$1.44M | 0.63% | 21 |
|
|
2015
Q4 | $773K | Sell |
5,425
-3,675
| -40% | -$524K | 0.23% | 132 |
|
|
2015
Q3 | $1.14M | Buy |
9,100
+225
| +3% | +$28.2K | 0.25% | 121 |
|
|
2015
Q2 | $1.03M | Buy |
8,875
+8,854
| +42,162% | +$1.03M | 0.21% | 161 |
|
|
2015
Q1 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 885 |
|