Mid Atlantic Financial Management’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
$495K Sell
2,351
-3
-0.1% -$632 0.03% 455
2021
Q2
$551K Buy
2,354
+17
+0.7% +$3.98K 0.04% 431
2021
Q1
$533K Buy
2,337
+4
+0.2% +$912 0.04% 406
2020
Q4
$511K Buy
2,333
+16
+0.7% +$3.51K 0.04% 387
2020
Q3
$465K Buy
2,317
+79
+4% +$15.9K 0.04% 379
2020
Q2
$392K Buy
2,238
+606
+37% +$106K 0.04% 406
2020
Q1
$234K Buy
+1,632
New +$234K 0.03% 519