Lenox Wealth Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $14K | Buy |
57
+2
| +4% | +$491 | ﹤0.01% | 430 |
|
|
2021
Q4 | $14K | Buy |
55
+6
| +12% | +$1.53K | ﹤0.01% | 462 |
|
|
2021
Q3 | $10K | Hold |
49
| – | – | ﹤0.01% | 472 |
|
|
2021
Q2 | $11K | Hold |
49
| – | – | ﹤0.01% | 467 |
|
|
2021
Q1 | $11K | Hold |
49
| – | – | ﹤0.01% | 406 |
|
|
2020
Q4 | $11K | Hold |
49
| – | – | ﹤0.01% | 418 |
|
|
2020
Q3 | $9K | Hold |
49
| – | – | ﹤0.01% | 391 |
|
|
2020
Q2 | $9K | Sell |
49
-22
| -31% | -$4.04K | ﹤0.01% | 395 |
|
|
2020
Q1 | $10K | Hold |
71
| – | – | ﹤0.01% | 348 |
|
|
2019
Q4 | $13K | Buy |
71
+22
| +45% | +$4.03K | ﹤0.01% | 389 |
|
|
2019
Q3 | $10K | Hold |
49
| – | – | ﹤0.01% | 364 |
|
|
2019
Q2 | $10K | Hold |
49
| – | – | ﹤0.01% | 284 |
|
|
2019
Q1 | $9K | Hold |
49
| – | – | ﹤0.01% | 285 |
|
|
2018
Q4 | $8K | Hold |
49
| – | – | ﹤0.01% | 272 |
|
|
2018
Q3 | $11K | Hold |
49
| – | – | ﹤0.01% | 276 |
|
|
2018
Q2 | $11K | Hold |
49
| – | – | ﹤0.01% | 345 |
|
|
2018
Q1 | $11K | Buy |
+49
| New | +$11K | ﹤0.01% | 353 |
|
|
2017
Q3 | – | Sell |
-258
| Closed | -$50K | – | 281 |
|
|
2017
Q2 | $50K | Buy |
+258
| New | +$50K | 0.02% | 54 |
|