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 |
|