KMG Fiduciary Partners’s Constellation Brands STZ Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,826	Closed	-$895K	–	207
2021 Q2	$895K	Sell	3,826 -160	-4%	-$37.4K	0.16%	102
2021 Q1	$909K	Sell	3,986 -491	-11%	-$112K	0.18%	100
2020 Q4	$971K	Buy	4,477 +392	+10%	+$85K	0.2%	94
2020 Q3	$774K	Buy	+4,085	New	+$774K	0.19%	95