MP
Marlowe Partners’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-67,074
| Closed | -$12.7M | – | 17 |
|
|
2020
Q3 | $12.7M | Sell |
67,074
-1,720
| -3% | -$326K | 7.39% | 4 |
|
|
2020
Q2 | $12M | Hold |
68,794
| – | – | 7.16% | 5 |
|
|
2020
Q1 | $9.86M | Buy |
68,794
+9,077
| +15% | +$1.3M | 6.68% | 6 |
|
|
2019
Q4 | $11.3M | Buy |
+59,717
| New | +$11.3M | 5.88% | 10 |
|
|
2019
Q3 | – | Sell |
-60,976
| Closed | -$12M | – | 19 |
|
|
2019
Q2 | $12M | Sell |
60,976
-1,064
| -2% | -$210K | 6.94% | 6 |
|
|
2019
Q1 | $10.9M | Buy |
+62,040
| New | +$10.9M | 7.54% | 6 |
|