NBT Bank’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,227
| Closed | -$316K | – | 839 |
|
|
2024
Q3 | $316K | Buy |
1,227
+116
| +10% | +$29.9K | 0.02% | 332 |
|
|
2024
Q2 | $286K | Buy |
1,111
+30
| +3% | +$7.72K | 0.02% | 336 |
|
|
2024
Q1 | $294K | Hold |
1,081
| – | – | 0.02% | 337 |
|
|
2023
Q4 | $261K | Sell |
1,081
-171
| -14% | -$41.3K | 0.02% | 335 |
|
|
2023
Q3 | $315K | Buy |
+1,252
| New | +$315K | 0.03% | 259 |
|