Proficio Capital Partners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,574
| Closed | -$1.1M | – | 1347 |
|
|
2019
Q2 | $1.1M | Buy |
5,574
+5
| +0.1% | +$985 | 0.38% | 52 |
|
|
2019
Q1 | $976K | Sell |
5,569
-1,143
| -17% | -$200K | 0.35% | 54 |
|
|
2018
Q4 | $1.08M | Sell |
6,712
-850
| -11% | -$137K | 0.48% | 46 |
|
|
2018
Q3 | $1.63M | Buy |
7,562
+7,474
| +8,493% | +$1.61M | 0.54% | 31 |
|
|
2018
Q2 | $19K | Buy |
88
+3
| +4% | +$648 | 0.01% | 620 |
|
|
2018
Q1 | $19K | Buy |
85
+18
| +27% | +$4.02K | 0.01% | 614 |
|
|
2017
Q4 | $15K | Buy |
67
+8
| +14% | +$1.79K | ﹤0.01% | 684 |
|
|
2017
Q3 | $12K | Hold |
59
| – | – | ﹤0.01% | 739 |
|
|
2017
Q2 | $11K | Sell |
59
-120
| -67% | -$22.4K | ﹤0.01% | 775 |
|
|
2017
Q1 | $32K | Buy |
179
+146
| +442% | +$26.1K | 0.01% | 494 |
|
|
2016
Q4 | $5K | Sell |
33
-7
| -18% | -$1.06K | ﹤0.01% | 754 |
|
|
2016
Q3 | $7K | Buy |
40
+6
| +18% | +$1.05K | ﹤0.01% | 658 |
|
|
2016
Q2 | $6K | Sell |
34
-13
| -28% | -$2.29K | ﹤0.01% | 669 |
|
|
2016
Q1 | $7K | Buy |
47
+17
| +57% | +$2.53K | 0.01% | 466 |
|
|
2015
Q4 | $4K | Buy |
+30
| New | +$4K | ﹤0.01% | 493 |
|