LWA
Lowe Wealth Advisors’s Constellation Brands STZ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-300
| Closed | -$43K | – | 312 |
|
2020
Q1 | $43K | Hold |
300
| – | – | 0.03% | 66 |
|
2019
Q4 | $57K | Hold |
300
| – | – | 0.03% | 62 |
|
2019
Q3 | $62K | Hold |
300
| – | – | 0.04% | 52 |
|
2019
Q2 | $59K | Hold |
300
| – | – | 0.04% | 55 |
|
2019
Q1 | $52K | Hold |
300
| – | – | 0.03% | 58 |
|
2018
Q4 | $48K | Hold |
300
| – | – | 0.03% | 56 |
|
2018
Q3 | $65K | Hold |
300
| – | – | 0.04% | 53 |
|
2018
Q2 | $66K | Hold |
300
| – | – | 0.04% | 50 |
|
2018
Q1 | $68K | Hold |
300
| – | – | 0.04% | 50 |
|
2017
Q4 | $69K | Hold |
300
| – | – | 0.04% | 53 |
|
2017
Q3 | $60K | Hold |
300
| – | – | 0.04% | 57 |
|
2017
Q2 | $58K | Hold |
300
| – | – | 0.04% | 58 |
|
2017
Q1 | $49K | Hold |
300
| – | – | 0.03% | 61 |
|
2016
Q4 | $46K | Hold |
300
| – | – | 0.03% | 62 |
|
2016
Q3 | $50K | Hold |
300
| – | – | 0.03% | 60 |
|
2016
Q2 | $50K | Hold |
300
| – | – | 0.03% | 57 |
|
2016
Q1 | $45K | Hold |
300
| – | – | 0.03% | 58 |
|
2015
Q4 | $43K | Hold |
300
| – | – | 0.03% | 58 |
|
2015
Q3 | $38K | Hold |
300
| – | – | 0.03% | 61 |
|
2015
Q2 | $35K | Hold |
300
| – | – | 0.02% | 81 |
|
2015
Q1 | $35K | Hold |
300
| – | – | 0.02% | 79 |
|
2014
Q4 | $29K | Buy |
+300
| New | +$29K | 0.02% | 86 |
|