US Financial Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,006
| Closed | -$231K | – | 87 |
|
|
2022
Q3 | $231K | Buy |
1,006
+6
| +0.6% | +$1.38K | 0.13% | 54 |
|
|
2022
Q2 | $233K | Hold |
1,000
| – | – | 0.13% | 54 |
|
|
2022
Q1 | $230K | Hold |
1,000
| – | – | 0.11% | 63 |
|
|
2021
Q4 | $251K | Hold |
1,000
| – | – | 0.11% | 59 |
|
|
2021
Q3 | $211K | Hold |
1,000
| – | – | 0.1% | 66 |
|
|
2021
Q2 | $234K | Sell |
1,000
-1,000
| -50% | -$234K | 0.11% | 66 |
|
|
2021
Q1 | $456K | Hold |
2,000
| – | – | 0.13% | 86 |
|
|
2020
Q4 | $438K | Buy |
+2,000
| New | +$438K | 0.13% | 72 |
|
|
2016
Q1 | – | Sell |
-1,333
| Closed | -$190K | – | 597 |
|
|
2015
Q4 | $190K | Buy |
+1,333
| New | +$190K | 0.18% | 66 |
|