LWM
LBA Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $644K | Buy |
3,975
+425
| +12% | +$68.9K | 0.34% | 57 |
|
|
2016
Q4 | $544K | Sell |
3,550
-110
| -3% | -$16.9K | 0.3% | 61 |
|
|
2016
Q3 | $609K | Sell |
3,660
-220
| -6% | -$36.6K | 0.34% | 50 |
|
|
2016
Q2 | $642K | Buy |
3,880
+70
| +2% | +$11.6K | 0.36% | 48 |
|
|
2016
Q1 | $576K | Sell |
3,810
-75
| -2% | -$11.3K | 0.33% | 52 |
|
|
2015
Q4 | $553K | Sell |
3,885
-355
| -8% | -$50.5K | 0.32% | 54 |
|
|
2015
Q3 | $531K | Sell |
4,240
-70
| -2% | -$8.77K | 0.33% | 54 |
|
|
2015
Q2 | $500K | Buy |
4,310
+415
| +11% | +$48.1K | 0.31% | 59 |
|
|
2015
Q1 | $453K | Buy |
3,895
+960
| +33% | +$112K | 0.29% | 59 |
|
|
2014
Q4 | $288K | Buy |
2,935
+1,625
| +124% | +$159K | 0.19% | 77 |
|
|
2014
Q3 | $114K | Sell |
1,310
-150
| -10% | -$13.1K | 0.08% | 130 |
|
|
2014
Q2 | $129K | Sell |
1,460
-125
| -8% | -$11K | 0.11% | 119 |
|
|
2014
Q1 | $135K | Buy |
1,585
+185
| +13% | +$15.8K | 0.11% | 108 |
|
|
2013
Q4 | $99K | Buy |
+1,400
| New | +$99K | 0.08% | 129 |
|