PWAG
Polaris Wealth Advisory Group’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-866
| Closed | -$187K | – | 417 |
|
|
2018
Q3 | $187K | Buy |
+866
| New | +$187K | 0.01% | 161 |
|
|
2018
Q2 | – | Sell |
-100
| Closed | -$23K | – | 406 |
|
|
2018
Q1 | $23K | Buy |
+100
| New | +$23K | ﹤0.01% | 289 |
|
|
2016
Q4 | – | Sell |
-84,675
| Closed | -$14.1M | – | 125 |
|
|
2016
Q3 | $14.1M | Buy |
+84,675
| New | +$14.1M | 1.68% | 31 |
|