New England Research & Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,250
| Closed | -$274K | – | 191 |
|
|
2020
Q4 | $274K | Hold |
1,250
| – | – | 0.17% | 138 |
|
|
2020
Q3 | $237K | Buy |
+1,250
| New | +$237K | 0.17% | 125 |
|
|
2019
Q3 | – | Sell |
-3,275
| Closed | -$645K | – | 183 |
|
|
2019
Q2 | $645K | Buy |
3,275
+700
| +27% | +$138K | 0.44% | 86 |
|
|
2019
Q1 | $451K | Buy |
2,575
+475
| +23% | +$83.2K | 0.3% | 104 |
|
|
2018
Q4 | $338K | Sell |
2,100
-840
| -29% | -$135K | 0.27% | 112 |
|
|
2018
Q3 | $634K | Buy |
+2,940
| New | +$634K | 0.41% | 88 |
|
|
2015
Q1 | – | Sell |
-4,700
| Closed | -$461K | – | 179 |
|
|
2014
Q4 | $461K | Buy |
+4,700
| New | +$461K | 0.4% | 104 |
|