McNamara Financial Services’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-12,077
| Closed | -$1.72M | – | 80 |
|
2015
Q4 | $1.72M | Buy |
12,077
+476
| +4% | +$67.8K | 1.69% | 35 |
|
2015
Q3 | $1.45M | Buy |
11,601
+1
| +0% | +$125 | 1.53% | 34 |
|
2015
Q2 | $1.35M | Buy |
11,600
+700
| +6% | +$81.2K | 1.27% | 40 |
|
2015
Q1 | $1.27M | Buy |
10,900
+625
| +6% | +$72.6K | 1.16% | 45 |
|
2014
Q4 | $1.01M | Buy |
+10,275
| New | +$1.01M | 0.92% | 52 |
|