LWMM
Legacy Wealth Management (Mississippi)’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,000
| Closed | -$461K | – | 97 |
|
|
2022
Q1 | $461K | Hold |
2,000
| – | – | 0.24% | 76 |
|
|
2021
Q4 | $502K | Hold |
2,000
| – | – | 0.26% | 73 |
|
|
2021
Q3 | $421K | Hold |
2,000
| – | – | 0.23% | 80 |
|
|
2021
Q2 | $468K | Hold |
2,000
| – | – | 0.26% | 73 |
|
|
2021
Q1 | $456K | Hold |
2,000
| – | – | 0.28% | 68 |
|
|
2020
Q4 | $438K | Hold |
2,000
| – | – | 0.28% | 71 |
|
|
2020
Q3 | $379K | Hold |
2,000
| – | – | 0.26% | 76 |
|
|
2020
Q2 | $350K | Hold |
2,000
| – | – | 0.27% | 77 |
|
|
2020
Q1 | $287K | Buy |
+2,000
| New | +$287K | 0.27% | 78 |
|