Moseley Investment Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,131
| Closed | -$284K | – | 178 |
|
|
2021
Q4 | $284K | Sell |
1,131
-98
| -8% | -$24.6K | 0.13% | 152 |
|
|
2021
Q3 | $262K | Sell |
1,229
-331
| -21% | -$70.6K | 0.13% | 150 |
|
|
2021
Q2 | $365K | Sell |
1,560
-94
| -6% | -$22K | 0.18% | 121 |
|
|
2021
Q1 | $377K | Sell |
1,654
-187
| -10% | -$42.6K | 0.21% | 108 |
|
|
2020
Q4 | $403K | Sell |
1,841
-5
| -0.3% | -$1.1K | 0.23% | 100 |
|
|
2020
Q3 | $350K | Sell |
1,846
-338
| -15% | -$64.1K | 0.25% | 96 |
|
|
2020
Q2 | $382K | Sell |
2,184
-187
| -8% | -$32.7K | 0.32% | 78 |
|
|
2020
Q1 | $340K | Buy |
2,371
+207
| +10% | +$29.7K | 0.4% | 70 |
|
|
2019
Q4 | $411K | Buy |
2,164
+275
| +15% | +$52.2K | 0.4% | 72 |
|
|
2019
Q3 | $392K | Buy |
1,889
+183
| +11% | +$38K | 0.41% | 70 |
|
|
2019
Q2 | $336K | Buy |
1,706
+377
| +28% | +$74.3K | 0.31% | 92 |
|
|
2019
Q1 | $233K | Buy |
+1,329
| New | +$233K | 0.24% | 112 |
|