Simplicity Wealth’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,078
Closed -$792K 1114
2024
Q2
$792K Buy
3,078
+215
+8% +$55.3K 0.02% 599
2024
Q1
$778K Buy
+2,863
New +$778K 0.02% 590