Ropes Wealth 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
Q1 | – | Sell |
-93
| Closed | -$20K | – | 719 |
|
|
2020
Q4 | $20K | Buy |
93
+3
| +3% | +$645 | ﹤0.01% | 484 |
|
|
2020
Q3 | $17K | Sell |
90
-8
| -8% | -$1.51K | ﹤0.01% | 465 |
|
|
2020
Q2 | $17K | Buy |
98
+8
| +9% | +$1.39K | ﹤0.01% | 407 |
|
|
2020
Q1 | $13K | Hold |
90
| – | – | ﹤0.01% | 399 |
|
|
2019
Q4 | $17K | Hold |
90
| – | – | ﹤0.01% | 439 |
|
|
2019
Q3 | $19K | Hold |
90
| – | – | ﹤0.01% | 441 |
|
|
2019
Q2 | $18K | Hold |
90
| – | – | ﹤0.01% | 447 |
|
|
2019
Q1 | $16K | Hold |
90
| – | – | ﹤0.01% | 427 |
|
|
2018
Q4 | $14K | Buy |
+90
| New | +$14K | ﹤0.01% | 404 |
|
|
2017
Q2 | – | Sell |
-4
| Closed | -$1K | – | 576 |
|
|
2017
Q1 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 510 |
|
|
2016
Q2 | – | Sell |
-18
| Closed | -$3K | – | 522 |
|
|
2016
Q1 | $3K | Buy |
18
+8
| +80% | +$1.33K | ﹤0.01% | 376 |
|
|
2015
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 445 |
|