Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-500
| Closed | -$83K | – | 903 |
|
|
2016
Q3 | $83K | Hold |
500
| – | – | 0.03% | 340 |
|
|
2016
Q2 | $83K | Hold |
500
| – | – | 0.03% | 330 |
|
|
2016
Q1 | $76K | Hold |
500
| – | – | 0.03% | 324 |
|
|
2015
Q4 | $71K | Hold |
500
| – | – | 0.03% | 335 |
|
|
2015
Q3 | $63K | Hold |
500
| – | – | 0.03% | 339 |
|
|
2015
Q2 | $58K | Hold |
500
| – | – | 0.02% | 367 |
|
|
2015
Q1 | $58K | Buy |
+500
| New | +$58K | 0.02% | 367 |
|