Sendero Wealth Management’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,470
Closed -$339K 91
2022
Q1
$339K Sell
1,470
-565
-28% -$130K 0.16% 67
2021
Q4
$511K Buy
+2,035
New +$511K 0.23% 53