Truepoint Inc’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-1,474
| Closed | -$294K | – | 108 |
|
|
2017
Q3 | $294K | Buy |
+1,474
| New | +$294K | 0.03% | 79 |
|
|
2017
Q2 | – | Sell |
-1,344
| Closed | -$218K | – | 108 |
|
|
2017
Q1 | $218K | Hold |
1,344
| – | – | 0.02% | 90 |
|
|
2016
Q4 | $208K | Sell |
1,344
-6
| -0.4% | -$929 | 0.02% | 88 |
|
|
2016
Q3 | $225K | Buy |
1,350
+6
| +0.4% | +$1K | 0.03% | 70 |
|
|
2016
Q2 | $222K | Hold |
1,344
| – | – | 0.03% | 69 |
|
|
2016
Q1 | $203K | Buy |
+1,344
| New | +$203K | 0.03% | 71 |
|