Modera Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-804
| Closed | -$207K | – | 645 |
|
|
2024
Q3 | $207K | Buy |
+804
| New | +$207K | ﹤0.01% | 576 |
|
|
2024
Q2 | – | Sell |
-761
| Closed | -$207K | – | 586 |
|
|
2024
Q1 | $207K | Buy |
+761
| New | +$207K | ﹤0.01% | 541 |
|
|
2023
Q4 | – | Sell |
-838
| Closed | -$211K | – | 552 |
|
|
2023
Q3 | $211K | Buy |
+838
| New | +$211K | ﹤0.01% | 508 |
|