MLL
Moody Lynn & Lieberson’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-16,595
| Closed | -$2.9M | – | 205 |
|
|
2020
Q2 | $2.9M | Buy |
+16,595
| New | +$2.9M | 0.32% | 66 |
|
|
2018
Q3 | – | Sell |
-18,147
| Closed | -$3.97M | – | 213 |
|
|
2018
Q2 | $3.97M | Buy |
18,147
+14,269
| +368% | +$3.12M | 0.47% | 57 |
|
|
2018
Q1 | $884K | Buy |
3,878
+1,565
| +68% | +$357K | 0.11% | 107 |
|
|
2017
Q4 | $509K | Buy |
+2,313
| New | +$509K | 0.05% | 158 |
|
|
2016
Q4 | – | Sell |
-17,995
| Closed | -$3M | – | 181 |
|
|
2016
Q3 | $3M | Buy |
+17,995
| New | +$3M | 0.5% | 60 |
|