SWM
Segment Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-16,825
| Closed | -$3.31M | – | 207 |
|
|
2019
Q2 | $3.31M | Buy |
16,825
+1,400
| +9% | +$276K | 0.67% | 57 |
|
|
2019
Q1 | $2.7M | Buy |
15,425
+1,817
| +13% | +$319K | 0.57% | 64 |
|
|
2018
Q4 | $2.19M | Sell |
13,608
-1,540
| -10% | -$248K | 0.55% | 64 |
|
|
2018
Q3 | $3.27M | Buy |
15,148
+176
| +1% | +$38K | 0.71% | 52 |
|
|
2018
Q2 | $3.28M | Buy |
+14,972
| New | +$3.28M | 0.77% | 54 |
|