Peak Financial Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,214
| Closed | -$1.21M | – | 73 |
|
|
2022
Q4 | $1.21M | Buy |
5,214
+55
| +1% | +$12.7K | 1.1% | 32 |
|
|
2022
Q3 | $1.19M | Sell |
5,159
-153
| -3% | -$35.1K | 1.46% | 30 |
|
|
2022
Q2 | $1.24M | Sell |
5,312
-33
| -0.6% | -$7.69K | 1.23% | 30 |
|
|
2022
Q1 | $1.23M | Buy |
5,345
+38
| +0.7% | +$8.75K | 1.06% | 33 |
|
|
2021
Q4 | $1.33M | Buy |
+5,307
| New | +$1.33M | 1.03% | 28 |
|