IIM
InTrack Investment Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,781
| Closed | -$459K | – | 125 |
|
|
2024
Q3 | $459K | Sell |
1,781
-58
| -3% | -$14.9K | 0.33% | 87 |
|
|
2024
Q2 | $473K | Buy |
1,839
+127
| +7% | +$32.7K | 0.34% | 87 |
|
|
2024
Q1 | $465K | Buy |
+1,712
| New | +$465K | 0.35% | 89 |
|
|
2023
Q4 | – | Sell |
-884
| Closed | -$222K | – | 139 |
|
|
2023
Q3 | $222K | Sell |
884
-904
| -51% | -$227K | 0.2% | 121 |
|
|
2023
Q2 | $440K | Buy |
+1,788
| New | +$440K | 0.36% | 95 |
|