Roof Advisory Group’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-21,255
| Closed | -$4.58M | – | 41 |
|
|
2018
Q3 | $4.58M | Buy |
21,255
+6,248
| +42% | +$1.35M | 2.45% | 13 |
|
|
2018
Q2 | $3.29M | Buy |
15,007
+5
| +0% | +$1.09K | 1.8% | 22 |
|
|
2018
Q1 | $3.42M | Buy |
15,002
+651
| +5% | +$148K | 1.72% | 22 |
|
|
2017
Q4 | $3.28M | Buy |
+14,351
| New | +$3.28M | 1.86% | 21 |
|