ViaWealth’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-803
| Closed | -$202K | – | 157 |
|
|
2023
Q3 | $202K | Sell |
803
-249
| -24% | -$62.6K | 0.15% | 153 |
|
|
2023
Q2 | $259K | Sell |
1,052
-114
| -10% | -$28.1K | 0.19% | 132 |
|
|
2023
Q1 | $263K | Buy |
1,166
+1
| +0.1% | +$226 | 0.21% | 131 |
|
|
2022
Q4 | $251K | Buy |
+1,165
| New | +$251K | 0.21% | 133 |
|