Rockefeller Financial Services’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $766K | Sell |
3,350
-850
| -20% | -$194K | 0.01% | 254 |
|
|
2017
Q3 | $838K | Buy |
+4,200
| New | +$838K | 0.02% | 224 |
|
|
2017
Q2 | – | Sell |
-70
| Closed | -$11K | – | 458 |
|
|
2017
Q1 | $11K | Hold |
70
| – | – | ﹤0.01% | 440 |
|
|
2016
Q4 | $11K | Buy |
+70
| New | +$11K | ﹤0.01% | 467 |
|
|
2015
Q1 | – | Sell |
-240
| Closed | -$24K | – | 543 |
|
|
2014
Q4 | $24K | Buy |
+240
| New | +$24K | ﹤0.01% | 419 |
|