Perfromance Wealth Partners’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-977
Closed -$224K 174
2022
Q3
$224K Hold
977
0.01% 144
2022
Q2
$228K Hold
977
0.01% 153
2022
Q1
$225K Hold
977
0.01% 160
2021
Q4
$245K Buy
+977
New +$245K 0.01% 155