Schubert & Co’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11
| Closed | -$2.49K | – | 1327 |
|
|
2023
Q1 | $2.49K | Sell |
11
-14
| -56% | -$3.16K | ﹤0.01% | 801 |
|
|
2022
Q4 | $5.79K | Sell |
25
-4
| -14% | -$927 | 0.01% | 385 |
|
|
2022
Q3 | $7K | Buy |
29
+11
| +61% | +$2.66K | 0.01% | 297 |
|
|
2022
Q2 | $4K | Buy |
18
+13
| +260% | +$2.89K | ﹤0.01% | 485 |
|
|
2022
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 923 |
|
|
2021
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 867 |
|