Tilia Fiduciary Partners’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-32
| Closed | -$7.9K | – | 439 |
|
|
2023
Q2 | $7.9K | Sell |
32
-30
| -48% | -$7.4K | 0.01% | 394 |
|
|
2023
Q1 | $14K | Hold |
62
| – | – | 0.01% | 340 |
|
|
2022
Q4 | $14.4K | Hold |
62
| – | – | 0.01% | 328 |
|
|
2022
Q3 | $14K | Hold |
62
| – | – | 0.01% | 338 |
|
|
2022
Q2 | $15K | Sell |
62
-25
| -29% | -$6.05K | 0.01% | 348 |
|
|
2022
Q1 | $20K | Hold |
87
| – | – | 0.02% | 324 |
|
|
2021
Q4 | $22K | Buy |
+87
| New | +$22K | 0.02% | 323 |
|