Mitsubishi UFJ Morgan Stanley Securities’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,180
| Closed | -$297K | – | 33 |
|
|
2023
Q3 | $297K | Buy |
+1,180
| New | +$297K | 1.33% | 20 |
|
|
2023
Q1 | – | Sell |
-90
| Closed | -$21K | – | 169 |
|
|
2022
Q4 | $21K | Buy |
+90
| New | +$21K | 0.18% | 74 |
|
|
2022
Q1 | – | Sell |
-30
| Closed | -$8K | – | 198 |
|
|
2021
Q4 | $8K | Sell |
30
-40
| -57% | -$10.7K | ﹤0.01% | 141 |
|
|
2021
Q3 | $15K | Buy |
+70
| New | +$15K | 0.01% | 89 |
|
|
2014
Q4 | $22K | Hold |
220
| – | – | 0.05% | 124 |
|
|
2014
Q3 | $19K | Buy |
+220
| New | +$19K | 0.05% | 151 |
|