Partners Capital Investment Group’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 |
-10,344
| Closed | -$2.27M | – | 152 |
|
|
2020
Q4 | $2.27M | Hold |
10,344
| – | – | 0.13% | 84 |
|
|
2020
Q3 | $1.96M | Buy |
10,344
+4,722
| +84% | +$895K | 0.12% | 79 |
|
|
2020
Q2 | $984K | Buy |
+5,622
| New | +$984K | 0.05% | 91 |
|
|
2018
Q2 | – | Sell |
-13,651
| Closed | -$3.11M | – | 86 |
|
|
2018
Q1 | $3.11M | Buy |
13,651
+7,465
| +121% | +$1.7M | 0.41% | 34 |
|
|
2017
Q4 | $1.41M | Buy |
6,186
+3,081
| +99% | +$704K | 0.23% | 37 |
|
|
2017
Q3 | $619K | Buy |
+3,105
| New | +$619K | 0.1% | 46 |
|