Investment Partners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,179
| Closed | -$271K | – | 230 |
|
|
2022
Q3 | $271K | Buy |
+1,179
| New | +$271K | 0.08% | 213 |
|
|
2022
Q1 | – | Sell |
-834
| Closed | -$209K | – | 171 |
|
|
2021
Q4 | $209K | Buy |
+834
| New | +$209K | 0.09% | 167 |
|
|
2018
Q3 | – | Sell |
-1,767
| Closed | -$387K | – | 159 |
|
|
2018
Q2 | $387K | Sell |
1,767
-125
| -7% | -$27.4K | 0.29% | 76 |
|
|
2018
Q1 | $431K | Buy |
1,892
+17
| +0.9% | +$3.87K | 0.32% | 71 |
|
|
2017
Q4 | $429K | Buy |
1,875
+50
| +3% | +$11.4K | 0.32% | 75 |
|
|
2017
Q3 | $364K | Buy |
+1,825
| New | +$364K | 0.31% | 80 |
|