LBMC Investment Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-775
| Closed | -$211K | – | 191 |
|
|
2024
Q1 | $211K | Buy |
+775
| New | +$211K | 0.02% | 173 |
|
|
2022
Q3 | – | Sell |
-1,025
| Closed | -$239K | – | 162 |
|
|
2022
Q2 | $239K | Hold |
1,025
| – | – | 0.03% | 133 |
|
|
2022
Q1 | $236K | Hold |
1,025
| – | – | 0.02% | 143 |
|
|
2021
Q4 | $257K | Sell |
1,025
-89
| -8% | -$22.3K | 0.02% | 145 |
|
|
2021
Q3 | $216 | Buy |
1,114
+89
| +9% | +$17 | 0.02% | 156 |
|
|
2021
Q2 | $240K | Buy |
1,025
+25
| +3% | +$5.85K | 0.02% | 149 |
|
|
2021
Q1 | $228K | Hold |
1,000
| – | – | 0.02% | 123 |
|
|
2020
Q4 | $219K | Buy |
+1,000
| New | +$219K | 0.03% | 125 |
|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$207K | – | 106 |
|
|
2019
Q3 | $207K | Buy |
+1,000
| New | +$207K | 0.03% | 94 |
|