Summit Wealth Group’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	-20,330	Closed	–	–	235
2023 Q1	$0	Buy	+20,330	New	–	﹤0.01%	246
2021 Q3	–	Sell	-55	Closed	-$13K	–	190
2021 Q2	$13K	Hold	55	–	–	0.02%	97
2021 Q1	$13K	Buy	+55	New	+$13K	0.02%	94