Joseph P. Lucia & Associates’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-50
| Closed | -$12K | – | 403 |
|
|
2022
Q2 | $12K | Sell |
50
-150
| -75% | -$36K | 0.01% | 297 |
|
|
2022
Q1 | $46K | Buy |
+200
| New | +$46K | 0.03% | 197 |
|
|
2021
Q4 | – | Sell |
-260
| Closed | -$55K | – | 502 |
|
|
2021
Q3 | $55K | Hold |
260
| – | – | 0.03% | 210 |
|
|
2021
Q2 | $61K | Hold |
260
| – | – | 0.04% | 207 |
|
|
2021
Q1 | $59K | Hold |
260
| – | – | 0.03% | 196 |
|
|
2020
Q4 | $57K | Buy |
+260
| New | +$57K | 0.04% | 179 |
|
|
2020
Q3 | – | Sell |
-260
| Closed | -$45K | – | 413 |
|
|
2020
Q2 | $45K | Buy |
260
+160
| +160% | +$27.7K | 0.04% | 177 |
|
|
2020
Q1 | $14K | Hold |
100
| – | – | 0.02% | 260 |
|
|
2019
Q4 | $19K | Buy |
+100
| New | +$19K | 0.02% | 250 |
|