Institute for Wealth Management’s Constellation Brands STZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,211	Closed	-$238K	–	463
2019 Q2	$238K	Buy	+1,211	New	+$238K	0.05%	401
2017 Q3	–	Sell	-1,203	Closed	-$233K	–	372
2017 Q2	$233K	Buy	+1,203	New	+$233K	0.06%	348