Leelyn Smith’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-152
| Closed | -$35.2K | – | 385 |
|
|
2022
Q4 | $35.2K | Hold |
152
| – | – | 0.01% | 205 |
|
|
2022
Q3 | $35K | Hold |
152
| – | – | 0.01% | 179 |
|
|
2022
Q2 | $35K | Sell |
152
-52
| -25% | -$12K | 0.01% | 213 |
|
|
2022
Q1 | $47K | Buy |
204
+15
| +8% | +$3.46K | 0.01% | 203 |
|
|
2021
Q4 | $47K | Hold |
189
| – | – | 0.01% | 205 |
|
|
2021
Q3 | $40K | Hold |
189
| – | – | 0.01% | 207 |
|
|
2021
Q2 | $44K | Sell |
189
-609
| -76% | -$142K | 0.01% | 201 |
|
|
2021
Q1 | $182K | Sell |
798
-154
| -16% | -$35.1K | 0.05% | 122 |
|
|
2020
Q4 | $209K | Sell |
952
-2,940
| -76% | -$645K | 0.07% | 118 |
|
|
2020
Q3 | $738K | Buy |
3,892
+566
| +17% | +$107K | 0.26% | 77 |
|
|
2020
Q2 | $582K | Buy |
3,326
+806
| +32% | +$141K | 0.24% | 80 |
|
|
2020
Q1 | $361K | Buy |
2,520
+782
| +45% | +$112K | 0.19% | 83 |
|
|
2019
Q4 | $329 | Buy |
+1,738
| New | +$329 | 0.16% | 90 |
|