SWS
SYSTM Wealth Solutions’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-60
| Closed | -$15.4K | – | 561 |
|
|
2024
Q2 | $15.4K | Sell |
60
-177
| -75% | -$45.5K | ﹤0.01% | 408 |
|
|
2024
Q1 | $64.4K | Buy |
237
+74
| +45% | +$20.1K | 0.01% | 544 |
|
|
2023
Q4 | $39.4K | Sell |
163
-868
| -84% | -$210K | 0.01% | 618 |
|
|
2023
Q3 | $259K | Buy |
+1,031
| New | +$259K | 0.04% | 390 |
|
|
2023
Q1 | – | Sell |
-3,487
| Closed | -$808K | – | 522 |
|
|
2022
Q4 | $808K | Buy |
+3,487
| New | +$808K | 0.1% | 251 |
|