Private Portfolio 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 |
-1,136
| Closed | -$261K | – | 276 |
|
|
2022
Q3 | $261K | Buy |
+1,136
| New | +$261K | 0.07% | 216 |
|
|
2022
Q2 | – | Sell |
-1,544
| Closed | -$356K | – | 290 |
|
|
2022
Q1 | $356K | Sell |
1,544
-540
| -26% | -$124K | 0.09% | 203 |
|
|
2021
Q4 | $523K | Sell |
2,084
-100
| -5% | -$25.1K | 0.13% | 149 |
|
|
2021
Q3 | $460K | Buy |
2,184
+480
| +28% | +$101K | 0.13% | 152 |
|
|
2021
Q2 | $399K | Buy |
1,704
+30
| +2% | +$7.02K | 0.12% | 167 |
|
|
2021
Q1 | $382K | Buy |
1,674
+70
| +4% | +$16K | 0.12% | 160 |
|
|
2020
Q4 | $351K | Buy |
1,604
+12
| +0.8% | +$2.63K | 0.12% | 150 |
|
|
2020
Q3 | $302K | Buy |
+1,592
| New | +$302K | 0.12% | 154 |
|