RMR Wealth Builders’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-797
| Closed | -$205K | – | 271 |
|
|
2024
Q3 | $205K | Sell |
797
-29
| -4% | -$7.47K | 0.02% | 247 |
|
|
2024
Q2 | $212K | Sell |
826
-62
| -7% | -$15.9K | 0.02% | 238 |
|
|
2024
Q1 | $241K | Buy |
+888
| New | +$241K | 0.03% | 231 |
|
|
2020
Q3 | – | Sell |
-457
| Closed | -$80K | – | 438 |
|
|
2020
Q2 | $80K | Buy |
+457
| New | +$80K | 0.07% | 186 |
|
|
2019
Q4 | $36K | Buy |
+191
| New | +$36K | 0.03% | 260 |
|