Point View Wealth Management’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $338K | Sell |
1,545
-22
| -1% | -$4.81K | 0.14% | 191 |
|
|
2020
Q3 | $297K | Hold |
1,567
| – | – | 0.14% | 195 |
|
|
2020
Q2 | $274K | Hold |
1,567
| – | – | 0.13% | 198 |
|
|
2020
Q1 | $225K | Hold |
1,567
| – | – | 0.12% | 205 |
|
|
2019
Q4 | $297K | Hold |
1,567
| – | – | 0.12% | 206 |
|
|
2019
Q3 | $325K | Hold |
1,567
| – | – | 0.15% | 185 |
|
|
2019
Q2 | $309K | Sell |
1,567
-42
| -3% | -$8.28K | 0.13% | 195 |
|
|
2019
Q1 | $282K | Buy |
1,609
+24
| +2% | +$4.21K | 0.13% | 200 |
|
|
2018
Q4 | $255K | Sell |
1,585
-57
| -3% | -$9.17K | 0.13% | 199 |
|
|
2018
Q3 | $354K | Sell |
1,642
-72
| -4% | -$15.5K | 0.16% | 174 |
|
|
2018
Q2 | $375K | Sell |
1,714
-193
| -10% | -$42.2K | 0.17% | 165 |
|
|
2018
Q1 | $435K | Sell |
1,907
-2,389
| -56% | -$545K | 0.21% | 151 |
|
|
2017
Q4 | $982K | Sell |
4,296
-70
| -2% | -$16K | 0.47% | 75 |
|
|
2017
Q3 | $871K | Hold |
4,366
| – | – | 0.42% | 84 |
|
|
2017
Q2 | $846K | Hold |
4,366
| – | – | 0.42% | 88 |
|
|
2017
Q1 | $708K | Buy |
4,366
+193
| +5% | +$31.3K | 0.37% | 98 |
|
|
2016
Q4 | $640K | Sell |
4,173
-41
| -1% | -$6.29K | 0.37% | 101 |
|
|
2016
Q3 | $702K | Hold |
4,214
| – | – | 0.42% | 89 |
|
|
2016
Q2 | $697K | Sell |
4,214
-21
| -0.5% | -$3.47K | 0.42% | 85 |
|
|
2016
Q1 | $640K | Sell |
4,235
-22
| -0.5% | -$3.33K | 0.41% | 87 |
|
|
2015
Q4 | $606K | Hold |
4,257
| – | – | 0.44% | 86 |
|
|
2015
Q3 | $533K | Hold |
4,257
| – | – | 0.43% | 88 |
|
|
2015
Q2 | $494K | Hold |
4,257
| – | – | 0.38% | 93 |
|
|
2015
Q1 | $495K | Sell |
4,257
-110
| -3% | -$12.8K | 0.38% | 97 |
|
|
2014
Q4 | $429K | Sell |
4,367
-152
| -3% | -$14.9K | 0.32% | 103 |
|
|
2014
Q3 | $394K | Sell |
4,519
-120
| -3% | -$10.5K | 0.33% | 111 |
|
|
2014
Q2 | $409K | Sell |
4,639
-206
| -4% | -$18.2K | 0.35% | 108 |
|
|
2014
Q1 | $412K | Sell |
4,845
-526
| -10% | -$44.7K | 0.38% | 90 |
|
|
2013
Q4 | $378K | Buy |
+5,371
| New | +$378K | 0.36% | 98 |
|