Successful Portfolios’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,040
| Closed | -$235K | – | 185 |
|
|
2023
Q1 | $235K | Buy |
1,040
+50
| +5% | +$11.3K | 0.15% | 161 |
|
|
2022
Q4 | $230K | Sell |
990
-41
| -4% | -$9.53K | 0.15% | 160 |
|
|
2022
Q3 | $237K | Sell |
1,031
-28
| -3% | -$6.44K | 0.17% | 151 |
|
|
2022
Q2 | $247K | Sell |
1,059
-2
| -0.2% | -$466 | 0.17% | 151 |
|
|
2022
Q1 | $244K | Buy |
+1,061
| New | +$244K | 0.14% | 170 |
|
|
2020
Q4 | – | Sell |
-1,427
| Closed | -$270K | – | 185 |
|
|
2020
Q3 | $270K | Buy |
1,427
+76
| +6% | +$14.4K | 0.22% | 127 |
|
|
2020
Q2 | $236K | Buy |
+1,351
| New | +$236K | 0.21% | 132 |
|
|
2020
Q1 | – | Sell |
-1,147
| Closed | -$218K | – | 169 |
|
|
2019
Q4 | $218K | Sell |
1,147
-113
| -9% | -$21.5K | 0.19% | 138 |
|
|
2019
Q3 | $261K | Buy |
1,260
+27
| +2% | +$5.59K | 0.25% | 114 |
|
|
2019
Q2 | $243K | Buy |
1,233
+86
| +7% | +$16.9K | 0.26% | 109 |
|
|
2019
Q1 | $201K | Buy |
+1,147
| New | +$201K | 0.22% | 128 |
|