TrueWealth LLC’s Constellation Brands STZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q2
$2K Hold
2020
Q1
$1K Hold
2019
Q4
$2K Sell
2019
Q3
$33K Buy
2019
Q2
$32K Hold
2019
Q1
$28K Buy
2018
Q4
$26K Buy
2018
Q3
$6K Hold
2018
Q2
$6K Hold
2018
Q1
$6K Buy
2017
Q4
$6K Buy