Silver Oak Securities’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,214
| Closed | -$299K | – | 497 |
|
|
2023
Q2 | $299K | Sell |
1,214
-83
| -6% | -$20.4K | 0.05% | 337 |
|
|
2023
Q1 | $293K | Sell |
1,297
-158
| -11% | -$35.7K | 0.05% | 289 |
|
|
2022
Q4 | $337K | Buy |
+1,455
| New | +$337K | 0.06% | 214 |
|
|
2022
Q3 | – | Sell |
-1,535
| Closed | -$372K | – | 497 |
|
|
2022
Q2 | $372K | Buy |
1,535
+11
| +0.7% | +$2.67K | 0.08% | 165 |
|
|
2022
Q1 | $373K | Buy |
+1,524
| New | +$373K | 0.08% | 205 |
|