MAM
Morse Asset Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-1,000
| Closed | -$207K | – | 141 |
|
|
2019
Q3 | $207K | Buy |
+1,000
| New | +$207K | 0.08% | 118 |
|
|
2018
Q4 | – | Sell |
-1,000
| Closed | -$216K | – | 136 |
|
|
2018
Q3 | $216K | Sell |
1,000
-5,180
| -84% | -$1.12M | 0.06% | 126 |
|
|
2018
Q2 | $1.35M | Buy |
6,180
+4,380
| +243% | +$959K | 0.37% | 68 |
|
|
2018
Q1 | $410K | Buy |
+1,800
| New | +$410K | 0.11% | 112 |
|