TWA
TCI Wealth Advisors’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-65
| Closed | -$14.7K | – | 1998 |
|
|
2023
Q1 | $14.7K | Sell |
65
-35
| -35% | -$7.91K | ﹤0.01% | 860 |
|
|
2022
Q4 | $23.2K | Buy |
100
+17
| +20% | +$3.94K | ﹤0.01% | 627 |
|
|
2022
Q3 | $19K | Buy |
83
+3
| +4% | +$687 | ﹤0.01% | 685 |
|
|
2022
Q2 | $19K | Buy |
80
+10
| +14% | +$2.38K | ﹤0.01% | 668 |
|
|
2022
Q1 | $16K | Sell |
70
-7
| -9% | -$1.6K | ﹤0.01% | 813 |
|
|
2021
Q4 | $19K | Buy |
77
+6
| +8% | +$1.48K | ﹤0.01% | 742 |
|
|
2021
Q3 | $15K | Buy |
71
+16
| +29% | +$3.38K | ﹤0.01% | 823 |
|
|
2021
Q2 | $13K | Buy |
55
+7
| +15% | +$1.66K | ﹤0.01% | 800 |
|
|
2021
Q1 | $11K | Buy |
48
+23
| +92% | +$5.27K | ﹤0.01% | 808 |
|
|
2020
Q4 | $5K | Hold |
25
| – | – | ﹤0.01% | 882 |
|
|
2020
Q3 | $5K | Hold |
25
| – | – | ﹤0.01% | 775 |
|
|
2020
Q2 | $4K | Buy |
25
+2
| +9% | +$320 | ﹤0.01% | 828 |
|
|
2020
Q1 | $3K | Sell |
23
-19
| -45% | -$2.48K | ﹤0.01% | 914 |
|
|
2019
Q4 | $8K | Hold |
42
| – | – | ﹤0.01% | 758 |
|
|
2019
Q3 | $9K | Sell |
42
-4
| -9% | -$857 | ﹤0.01% | 669 |
|
|
2019
Q2 | $9K | Buy |
46
+26
| +130% | +$5.09K | ﹤0.01% | 652 |
|
|
2019
Q1 | $4K | Sell |
20
-4
| -17% | -$800 | ﹤0.01% | 862 |
|
|
2018
Q4 | $4K | Sell |
24
-41
| -63% | -$6.83K | ﹤0.01% | 838 |
|
|
2018
Q3 | $14K | Buy |
65
+6
| +10% | +$1.29K | 0.01% | 570 |
|
|
2018
Q2 | $13K | Buy |
59
+37
| +168% | +$8.15K | 0.01% | 596 |
|
|
2018
Q1 | $5K | Sell |
22
-4
| -15% | -$909 | ﹤0.01% | 746 |
|
|
2017
Q4 | $6K | Buy |
26
+9
| +53% | +$2.08K | ﹤0.01% | 749 |
|
|
2017
Q3 | $3K | Sell |
17
-39
| -70% | -$6.88K | ﹤0.01% | 875 |
|
|
2017
Q2 | $11K | Buy |
56
+39
| +229% | +$7.66K | 0.01% | 574 |
|
|
2017
Q1 | $3K | Hold |
17
| – | – | ﹤0.01% | 864 |
|
|
2016
Q4 | $3K | Hold |
17
| – | – | ﹤0.01% | 934 |
|
|
2016
Q3 | $3K | Hold |
17
| – | – | ﹤0.01% | 893 |
|
|
2016
Q2 | $3K | Hold |
17
| – | – | ﹤0.01% | 858 |
|
|
2016
Q1 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 864 |
|
|
2014
Q2 | – | Sell |
-20
| Closed | -$2K | – | 931 |
|
|
2014
Q1 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 737 |
|