TrueWealth LLC’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 646 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 707 |
|
|
2019
Q4 | $2K | Sell |
9
-152
| -94% | -$33.8K | ﹤0.01% | 684 |
|
|
2019
Q3 | $33K | Buy |
161
+1
| +0.6% | +$205 | 0.01% | 307 |
|
|
2019
Q2 | $32K | Hold |
160
| – | – | 0.01% | 315 |
|
|
2019
Q1 | $28K | Buy |
160
+1
| +0.6% | +$175 | 0.01% | 333 |
|
|
2018
Q4 | $26K | Buy |
159
+131
| +468% | +$21.4K | 0.01% | 326 |
|
|
2018
Q3 | $6K | Hold |
28
| – | – | ﹤0.01% | 586 |
|
|
2018
Q2 | $6K | Hold |
28
| – | – | ﹤0.01% | 593 |
|
|
2018
Q1 | $6K | Buy |
28
+2
| +8% | +$429 | ﹤0.01% | 551 |
|
|
2017
Q4 | $6K | Buy |
+26
| New | +$6K | ﹤0.01% | 625 |
|