SteelPeak 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
-4,776
Closed -$1.23M 507
2024
Q2
$1.23M Buy
4,776
+275
+6% +$70.8K 0.06% 196
2024
Q1
$1.22M Buy
4,501
+61
+1% +$16.6K 0.06% 195
2023
Q4
$1.07M Buy
+4,440
New +$1.07M 0.06% 196
2020
Q2
Sell
-1,560
Closed -$224K 277
2020
Q1
$224K Buy
+1,560
New +$224K 0.04% 198