SlateStone Wealth’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Sell |
|
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|
2021
Q4 | $247K | Buy |
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|
2021
Q3 | $207K | Buy |
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|
2021
Q2 | $212K | Buy |
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|
2021
Q1 | $206K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $705K | Hold |
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|
2019
Q2 | $670K | Hold |
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|
2019
Q1 | $596K | Buy |
|