Partnervest Advisory Services’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,669
| Closed | -$329K | – | 271 |
|
|
2019
Q2 | $329K | Sell |
1,669
-341
| -17% | -$67.2K | 0.13% | 133 |
|
|
2019
Q1 | $352K | Buy |
+2,010
| New | +$352K | 0.15% | 128 |
|
|
2018
Q4 | – | Sell |
-991
| Closed | -$214K | – | 231 |
|
|
2018
Q3 | $214K | Buy |
+991
| New | +$214K | 0.08% | 197 |
|
|
2018
Q2 | – | Sell |
-923
| Closed | -$210K | – | 213 |
|
|
2018
Q1 | $210K | Buy |
+923
| New | +$210K | 0.1% | 174 |
|