OAM
Optimal Asset Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,851
| Closed | -$1.06M | – | 417 |
|
|
2020
Q4 | $1.06M | Hold |
4,851
| – | – | 0.15% | 227 |
|
|
2020
Q3 | $919K | Sell |
4,851
-4,753
| -49% | -$900K | 0.13% | 244 |
|
|
2020
Q2 | $1.68M | Sell |
9,604
-13,522
| -58% | -$2.37M | 0.27% | 132 |
|
|
2020
Q1 | $3.32K | Buy |
23,126
+10,883
| +89% | +$1.56K | 0.31% | 102 |
|
|
2019
Q4 | $2.32M | Buy |
+12,243
| New | +$2.32M | 0.35% | 93 |
|