Mountain Capital Investment Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,584
| Closed | -$472K | – | 116 |
|
|
2020
Q2 | $472K | Sell |
2,584
-127
| -5% | -$23.2K | 0.22% | 32 |
|
|
2020
Q1 | $451K | Buy |
2,711
+614
| +29% | +$102K | 0.23% | 26 |
|
|
2019
Q4 | $399K | Buy |
2,097
+230
| +12% | +$43.8K | 0.18% | 26 |
|
|
2019
Q3 | $387K | Sell |
1,867
-29
| -2% | -$6.01K | 0.34% | 28 |
|
|
2019
Q2 | $373K | Buy |
1,896
+174
| +10% | +$34.2K | 0.35% | 30 |
|
|
2019
Q1 | $302K | Buy |
+1,722
| New | +$302K | 0.33% | 29 |
|
|
2018
Q4 | – | Sell |
-1,119
| Closed | -$241K | – | 42 |
|
|
2018
Q3 | $241K | Sell |
1,119
-44
| -4% | -$9.48K | 0.23% | 40 |
|
|
2018
Q2 | $255K | Buy |
+1,163
| New | +$255K | 0.25% | 35 |
|
|
2017
Q4 | – | Sell |
-482
| Closed | -$96K | – | 372 |
|
|
2017
Q3 | $96K | Buy |
482
+473
| +5,256% | +$94.2K | 0.09% | 71 |
|
|
2017
Q2 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 460 |
|