TIAM2
Tru Independence Asset Management 2’s Constellation Brands STZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $294K | Buy |
+1,279
| New | +$294K | 0.31% | 46 |
|
|
2021
Q3 | – | Sell |
-3,235
| Closed | -$757K | – | 118 |
|
|
2021
Q2 | $757K | Buy |
3,235
+679
| +27% | +$159K | 0.52% | 42 |
|
|
2021
Q1 | $583K | Buy |
2,556
+2,341
| +1,089% | +$534K | 0.46% | 58 |
|
|
2020
Q4 | $47K | Buy |
+215
| New | +$47K | 0.04% | 182 |
|