Personal Capital Advisors’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 | $222K | Buy |
+958
| New | +$222K | ﹤0.01% | 445 |
|
|
2022
Q2 | – | Sell |
-992
| Closed | -$228K | – | 485 |
|
|
2022
Q1 | $228K | Sell |
992
-165
| -14% | -$37.9K | ﹤0.01% | 454 |
|
|
2021
Q4 | $277K | Buy |
+1,157
| New | +$277K | ﹤0.01% | 453 |
|
|
2020
Q1 | – | Sell |
-1,142
| Closed | -$217K | – | 398 |
|
|
2019
Q4 | $217K | Buy |
1,142
+1
| +0.1% | +$190 | ﹤0.01% | 379 |
|
|
2019
Q3 | $236K | Buy |
+1,141
| New | +$236K | ﹤0.01% | 323 |
|