Kanaly Trust’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q4 | $19K | Hold |
125
| – | – | ﹤0.01% | 437 |
|
2016
Q3 | $21K | Sell |
125
-1
| -0.8% | -$168 | ﹤0.01% | 417 |
|
2016
Q2 | $21K | Sell |
126
-21
| -14% | -$3.5K | ﹤0.01% | 422 |
|
2016
Q1 | $22K | Sell |
147
-2,362
| -94% | -$353K | ﹤0.01% | 419 |
|
2015
Q4 | $357K | Buy |
2,509
+1,180
| +89% | +$168K | 0.07% | 111 |
|
2015
Q3 | $166K | Buy |
+1,329
| New | +$166K | 0.04% | 155 |
|