Ranch Capital Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-641
| Closed | -$135K | – | 526 |
|
|
2021
Q3 | $135K | Sell |
641
-99
| -13% | -$20.9K | 0.08% | 177 |
|
|
2021
Q2 | $173K | Sell |
740
-25
| -3% | -$5.85K | 0.1% | 171 |
|
|
2021
Q1 | $174K | Hold |
765
| – | – | 0.12% | 166 |
|
|
2020
Q4 | $167K | Buy |
765
+469
| +158% | +$102K | 0.12% | 163 |
|
|
2020
Q3 | $56K | Hold |
296
| – | – | 0.05% | 264 |
|
|
2020
Q2 | $50K | Sell |
296
-125
| -30% | -$21.1K | 0.04% | 306 |
|
|
2020
Q1 | $60K | Sell |
421
-1
| -0.2% | -$143 | 0.06% | 240 |
|
|
2019
Q4 | $80K | Sell |
422
-200
| -32% | -$37.9K | 0.06% | 248 |
|
|
2019
Q3 | $129K | Buy |
+622
| New | +$129K | 0.14% | 180 |
|