LWP
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Lumature Wealth Partners’s Constellation Brands STZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$923K Sell
3,752
-26
-0.7% -$6.4K 0.55% 41
2023
Q1
$853K Buy
3,778
+625
+20% +$141K 0.48% 44
2022
Q4
$731K Buy
+3,153
New +$731K 0.41% 49