Inlet Private Wealth’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,318
Closed -$324K 133
2023
Q2
$324K Buy
1,318
+17
+1% +$4.18K 0.08% 111
2023
Q1
$294K Hold
1,301
0.08% 113
2022
Q4
$302K Buy
+1,301
New +$302K 0.08% 112