Jamison Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-100
| Closed | -$25.8K | – | 433 |
|
|
2024
Q3 | $25.8K | Hold |
100
| – | – | ﹤0.01% | 290 |
|
|
2024
Q2 | $25.7K | Hold |
100
| – | – | ﹤0.01% | 280 |
|
|
2024
Q1 | $27.2K | Hold |
100
| – | – | ﹤0.01% | 280 |
|
|
2023
Q4 | $24.2K | Hold |
100
| – | – | ﹤0.01% | 266 |
|
|
2023
Q3 | $25.1K | Buy |
+100
| New | +$25.1K | 0.01% | 260 |
|