TFO Wealth Partners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3
| Closed | -$725 | – | 914 |
|
|
2023
Q4 | $725 | Hold |
3
| – | – | ﹤0.01% | 252 |
|
|
2023
Q3 | $738 | Buy |
+3
| New | +$738 | ﹤0.01% | 349 |
|
|
2022
Q3 | – | Sell |
-4
| Closed | -$1K | – | 449 |
|
|
2022
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 465 |
|
|
2021
Q4 | – | Sell |
-27
| Closed | -$6K | – | 192 |
|
|
2021
Q3 | $6K | Buy |
+27
| New | +$6K | ﹤0.01% | 110 |
|