Soltis Investment Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-925
| Closed | -$232K | – | 270 |
|
|
2021
Q4 | $232K | Buy |
+925
| New | +$232K | 0.03% | 236 |
|
|
2021
Q3 | – | Sell |
-915
| Closed | -$214K | – | 254 |
|
|
2021
Q2 | $214K | Sell |
915
-22
| -2% | -$5.15K | 0.03% | 229 |
|
|
2021
Q1 | $214K | Sell |
937
-2,718
| -74% | -$621K | 0.04% | 201 |
|
|
2020
Q4 | $801K | Sell |
3,655
-225
| -6% | -$49.3K | 0.15% | 111 |
|
|
2020
Q3 | $735K | Buy |
3,880
+164
| +4% | +$31.1K | 0.17% | 103 |
|
|
2020
Q2 | $650K | Buy |
+3,716
| New | +$650K | 0.17% | 93 |
|