SageView 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-785
| Closed | -$202K | – | 574 |
|
|
2024
Q2 | $202K | Buy |
+785
| New | +$202K | 0.01% | 542 |
|
|
2024
Q1 | – | Sell |
-949
| Closed | -$236K | – | 818 |
|
|
2023
Q4 | $236K | Buy |
949
+69
| +8% | +$17.1K | 0.01% | 581 |
|
|
2023
Q3 | $221K | Sell |
880
-36
| -4% | -$9.05K | 0.01% | 494 |
|
|
2023
Q2 | $225K | Buy |
+916
| New | +$225K | 0.01% | 511 |
|