Krilogy Financial’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-16
| Closed | -$4K | – | 587 |
|
2018
Q1 | $4K | Hold |
16
| – | – | ﹤0.01% | 635 |
|
2017
Q4 | $4K | Hold |
16
| – | – | ﹤0.01% | 638 |
|
2017
Q3 | $3K | Buy |
+16
| New | +$3K | ﹤0.01% | 710 |
|
2016
Q4 | – | Sell |
-263
| Closed | -$44K | – | 760 |
|
2016
Q3 | $44K | Hold |
263
| – | – | 0.01% | 313 |
|
2016
Q2 | $43K | Hold |
263
| – | – | 0.01% | 325 |
|
2016
Q1 | $40K | Buy |
263
+1
| +0.4% | +$152 | 0.02% | 295 |
|
2015
Q4 | $37K | Hold |
262
| – | – | 0.03% | 160 |
|
2015
Q3 | $33K | Buy |
+262
| New | +$33K | 0.02% | 257 |
|