SOA Wealth Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-15
| Closed | -$3.39K | – | 974 |
|
|
2023
Q1 | $3.39K | Hold |
15
| – | – | ﹤0.01% | 668 |
|
|
2022
Q4 | $3.48K | Hold |
15
| – | – | ﹤0.01% | 672 |
|
|
2022
Q3 | $3K | Hold |
15
| – | – | ﹤0.01% | 680 |
|
|
2022
Q2 | $3K | Sell |
15
-1
| -6% | -$200 | ﹤0.01% | 663 |
|
|
2022
Q1 | $3K | Hold |
16
| – | – | ﹤0.01% | 769 |
|
|
2021
Q4 | $3K | Hold |
16
| – | – | ﹤0.01% | 747 |
|
|
2021
Q3 | $3K | Buy |
16
+1
| +7% | +$188 | ﹤0.01% | 764 |
|
|
2021
Q2 | $3K | Hold |
15
| – | – | ﹤0.01% | 740 |
|
|
2021
Q1 | $3K | Hold |
15
| – | – | ﹤0.01% | 690 |
|
|
2020
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 675 |
|