Kozak & Associates’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-131
| Closed | -$31K | – | 406 |
|
|
2023
Q3 | $31K | Hold |
131
| – | – | 0.01% | 167 |
|
|
2023
Q2 | $32.4K | Hold |
131
| – | – | 0.01% | 163 |
|
|
2023
Q1 | $29.6K | Hold |
131
| – | – | 0.01% | 175 |
|
|
2022
Q4 | $30K | Hold |
131
| – | – | 0.01% | 171 |
|
|
2022
Q3 | $29K | Hold |
131
| – | – | 0.02% | 170 |
|
|
2022
Q2 | $31K | Hold |
131
| – | – | 0.02% | 176 |
|
|
2022
Q1 | $28K | Hold |
131
| – | – | 0.02% | 195 |
|
|
2021
Q4 | $28K | Hold |
131
| – | – | 0.02% | 195 |
|
|
2021
Q3 | $30K | Buy |
+131
| New | +$30K | 0.02% | 190 |
|