Squar Milner Financial Services’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-819
| Closed | -$117K | – | 671 |
|
|
2020
Q1 | $117K | Buy |
819
+51
| +7% | +$7.29K | 0.07% | 233 |
|
|
2019
Q4 | $145K | Buy |
+768
| New | +$145K | 0.07% | 256 |
|
|
2019
Q3 | – | Sell |
-1,577
| Closed | -$311K | – | 650 |
|
|
2019
Q2 | $311K | Buy |
1,577
+1,001
| +174% | +$197K | 0.21% | 112 |
|
|
2019
Q1 | $100K | Buy |
+576
| New | +$100K | 0.07% | 255 |
|