Private Wealth Advisors (Pennsylvania)’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 | $342K | Sell |
1,562
-210
| -12% | -$46K | 0.19% | 87 |
|
|
2020
Q3 | $336K | Hold |
1,772
| – | – | 0.22% | 79 |
|
|
2020
Q2 | $310K | Sell |
1,772
-245
| -12% | -$42.9K | 0.21% | 77 |
|
|
2020
Q1 | $326K | Buy |
2,017
+845
| +72% | +$137K | 0.25% | 71 |
|
|
2019
Q4 | $226K | Sell |
1,172
-114
| -9% | -$22K | 0.12% | 118 |
|
|
2019
Q3 | $267K | Hold |
1,286
| – | – | 0.14% | 119 |
|
|
2019
Q2 | $253K | Buy |
+1,286
| New | +$253K | 0.09% | 129 |
|