Vontobel Swiss Wealth Advisors’s Constellation Brands STZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $6.17M | Buy |
27,087
+1,492
| +6% | +$340K | 3.17% | 17 |
|
|
2021
Q1 | $5.84M | Sell |
25,595
-1,074
| -4% | -$245K | 3.25% | 19 |
|
|
2020
Q4 | $5.84M | Sell |
26,669
-527
| -2% | -$115K | 3.32% | 14 |
|
|
2020
Q3 | $5.01M | Buy |
27,196
+262
| +1% | +$48.3K | 3.5% | 16 |
|
|
2020
Q2 | $4.71M | Buy |
26,934
+1,477
| +6% | +$258K | 3.09% | 14 |
|
|
2020
Q1 | $3.65M | Buy |
25,457
+3,724
| +17% | +$534K | 2.78% | 16 |
|
|
2019
Q4 | $4.12M | Buy |
21,733
+4,382
| +25% | +$832K | 2.7% | 11 |
|
|
2019
Q3 | $3.6M | Sell |
17,351
-2,466
| -12% | -$511K | 2.32% | 9 |
|
|
2019
Q2 | $3.9M | Sell |
19,817
-521
| -3% | -$103K | 2.09% | 10 |
|
|
2019
Q1 | $3.53M | Buy |
+20,338
| New | +$3.53M | 3.83% | 4 |
|