THWM
Taylor Hoffman Wealth Management’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-34
| Closed | -$6K | – | 324 |
|
|
2020
Q2 | $6K | Buy |
+34
| New | +$6K | ﹤0.01% | 319 |
|
|
2020
Q1 | – | Sell |
-34
| Closed | -$6K | – | 340 |
|
|
2019
Q4 | $6K | Hold |
34
| – | – | ﹤0.01% | 347 |
|
|
2019
Q3 | $7K | Hold |
34
| – | – | 0.01% | 331 |
|
|
2019
Q2 | $7K | Hold |
34
| – | – | 0.01% | 317 |
|
|
2019
Q1 | $6K | Hold |
34
| – | – | ﹤0.01% | 320 |
|
|
2018
Q4 | $5K | Hold |
34
| – | – | ﹤0.01% | 326 |
|
|
2018
Q3 | $7K | Hold |
34
| – | – | 0.01% | 304 |
|
|
2018
Q2 | $7K | Hold |
34
| – | – | 0.01% | 284 |
|
|
2018
Q1 | $8K | Hold |
34
| – | – | 0.01% | 290 |
|
|
2017
Q4 | $8K | Buy |
+34
| New | +$8K | 0.01% | 304 |
|