MPS Loria Financial Planners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-15
| Closed | -$3K | – | 500 |
|
|
2021
Q1 | $3K | Sell |
15
-25
| -63% | -$5K | ﹤0.01% | 407 |
|
|
2020
Q4 | $9K | Sell |
40
-833
| -95% | -$187K | ﹤0.01% | 312 |
|
|
2020
Q3 | $165K | Buy |
873
+4
| +0.5% | +$756 | 0.09% | 73 |
|
|
2020
Q2 | $152K | Buy |
+869
| New | +$152K | 0.08% | 77 |
|
|
2017
Q3 | – | Sell |
-788
| Closed | -$157K | – | 292 |
|
|
2017
Q2 | $157K | Buy |
+788
| New | +$157K | 0.11% | 84 |
|