JWM
Janiczek Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $91.3K | Hold |
355
| – | – | 0.02% | 294 |
|
|
2024
Q1 | $96.5K | Hold |
355
| – | – | 0.02% | 296 |
|
|
2023
Q4 | $85.8K | Sell |
355
-125
| -26% | -$30.2K | 0.02% | 291 |
|
|
2023
Q3 | $121K | Buy |
480
+462
| +2,567% | +$116K | 0.03% | 221 |
|
|
2023
Q2 | $4.43K | Buy |
+18
| New | +$4.43K | ﹤0.01% | 672 |
|