MWAC
Mariner Wealth Advisors (Cincinnati)’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | $505K | Buy |
2,343
+17
| +0.7% | +$3.66K | 0.03% | 194 |
|
|
2018
Q2 | $509K | Hold |
2,326
| – | – | 0.03% | 192 |
|
|
2018
Q1 | $530K | Sell |
2,326
-300
| -11% | -$68.4K | 0.03% | 179 |
|
|
2017
Q4 | $600K | Buy |
2,626
+206
| +9% | +$47.1K | 0.04% | 158 |
|
|
2017
Q3 | $483K | Sell |
2,420
-640
| -21% | -$128K | 0.03% | 172 |
|
|
2017
Q2 | $593K | Buy |
3,060
+365
| +14% | +$70.7K | 0.04% | 152 |
|
|
2017
Q1 | $437K | Buy |
+2,695
| New | +$437K | 0.03% | 176 |
|