PJSIMP
P.J. Schmidt Investment Management (PJS)’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1,329
| Closed | -$233K | – | 153 |
|
|
2020
Q2 | $233K | Sell |
1,329
-96
| -7% | -$16.8K | 0.07% | 110 |
|
|
2020
Q1 | $204K | Sell |
1,425
-181
| -11% | -$25.9K | 0.07% | 116 |
|
|
2019
Q4 | $305K | Sell |
1,606
-155
| -9% | -$29.4K | 0.08% | 113 |
|
|
2019
Q3 | $365K | Sell |
1,761
-45
| -2% | -$9.33K | 0.1% | 106 |
|
|
2019
Q2 | $356K | Sell |
1,806
-20
| -1% | -$3.94K | 0.1% | 111 |
|
|
2019
Q1 | $320K | Buy |
1,826
+279
| +18% | +$48.9K | 0.09% | 114 |
|
|
2018
Q4 | $249K | Buy |
+1,547
| New | +$249K | 0.08% | 121 |
|