Perkins Coie Trust Company’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-50
| Closed | -$12.3K | – | 612 |
|
|
2023
Q2 | $12.3K | Buy |
+50
| New | +$12.3K | ﹤0.01% | 177 |
|
|
2020
Q3 | – | Sell |
-4
| Closed | -$1K | – | 294 |
|
|
2020
Q2 | $1K | Sell |
4
-7
| -64% | -$1.75K | ﹤0.01% | 285 |
|
|
2020
Q1 | $2K | Buy |
11
+4
| +57% | +$727 | ﹤0.01% | 276 |
|
|
2019
Q4 | $1K | Hold |
7
| – | – | ﹤0.01% | 293 |
|
|
2019
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 313 |
|
|
2019
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 313 |
|
|
2017
Q1 | – | Sell |
-190
| Closed | -$29K | – | 301 |
|
|
2016
Q4 | $29K | Buy |
+190
| New | +$29K | 0.02% | 197 |
|