Schneider Downs Wealth Management Advisors’s Constellation Brands STZ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-992
Closed -$228K 147
2022
Q3
$228K Sell
992
-10
-1% -$2.3K 0.07% 118
2022
Q2
$234K Buy
+1,002
New +$234K 0.07% 122