Koss-Olinger Consulting’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,184
| Closed | -$731K | – | 269 |
|
|
2022
Q3 | $731K | Sell |
3,184
-632
| -17% | -$145K | 0.12% | 72 |
|
|
2022
Q2 | $889K | Sell |
3,816
-477
| -11% | -$111K | 0.16% | 56 |
|
|
2022
Q1 | $989K | Buy |
4,293
+893
| +26% | +$206K | 0.16% | 61 |
|
|
2021
Q4 | $853K | Buy |
3,400
+1,885
| +124% | +$473K | 0.13% | 64 |
|
|
2021
Q3 | $319K | Buy |
+1,515
| New | +$319K | 0.05% | 165 |
|